Forum Discussion
How do I pull out amt changed from cumulating sum while ignoring initial value?
Greetings community,
Please let me know if you have any ideas for me! I'm struggling with how to ignore an initial value.
I have Income and Contributed Capital provided in the data.
I need to separate out contributed change without the initial $1,000 included, then I need to combine Income + Contributed Change values.
| Year | Quarter | Month | Income | Contributed Capital | Contributed Change | Combined |
| 2021 | Q1 | Mar | $200.00 | $1,000.00 | $0.00 | $200.00 |
| 2021 | Q2 | Jun | $400.00 | $1,100.00 | $100.00 | $500.00 |
| 2021 | Q3 | Sep | $100.00 | $1,100.00 | $0.00 | $100.00 |
| 2021 | Q4 | Dec | $200.00 | $1,300.00 | $200.00 | $400.00 |
| 2022 | Q1 | Mar | $200.00 | $1,300.00 | $0.00 | $200.00 |
| 2022 | Q2 | Jun | $300.00 | $1,800.00 | $500.00 | $800.00 |
Hi sensemaker14 ,
I adjust something, please try below steps:
1. add a new column with below dax formula
RK = VAR cur_year = [Year] VAR tmp = FILTER ( ALL ( 'Table' ), 'Table'[Year] = cur_year ) RETURN RANKX ( tmp, [Index],, ASC, DENSE )2. use this dax formula to replace above same name measure
Adjust Contribute = VAR cur_rk = SELECTEDVALUE ( 'Table'[RK] ) VAR cur_year = SELECTEDVALUE ( 'Table'[Year] ) VAR cur__ct = CALCULATE ( MAX ( 'Table'[Contributed Capital] ), 'Table'[RK] = cur_rk && 'Table'[Year] = cur_year, ALL ( 'Table' ) ) VAR pre_ct = CALCULATE ( MAX ( 'Table'[Contributed Capital] ), 'Table'[RK] = cur_rk - 1 && 'Table'[Year] = cur_year, ALL ( 'Table' ) ) RETURN IF ( cur_rk = 1, 0, cur__ct - pre_ct )3. then you could get the output
Please refer the attached .pbix file.
Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
8 Replies
Hi sensemaker14,
Please try below steps:
1. add a new index column to the table
2. create two measure with below dax formula
Adjust Contribute = VAR cur_index = SELECTEDVALUE ( 'Table'[Index] ) VAR cur__ct = CALCULATE ( MAX ( 'Table'[Contributed Capital] ), 'Table'[Index] = cur_index, ALL ( 'Table' ) ) VAR pre_ct = CALCULATE ( MAX ( 'Table'[Contributed Capital] ), 'Table'[Index] = cur_index - 1, ALL ( 'Table' ) ) RETURN SWITCH ( TRUE (), cur_index = 1, 0, cur_index = 2, cur__ct, cur__ct - pre_ct )Income add Contribute = VAR cur_income = SELECTEDVALUE ( 'Table'[Income] ) VAR cur_ac = [Adjust Contribute] VAR _val = cur_income + cur_ac RETURN IF ( _val > 0, "+" & _val, "-" & _val )3. add a table visual with fields and measure
Please refer the attached .pbix file.
Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.Thank you for your response.
I am trying to achieve the values listed in the "Combined" column, while ignoring the inital contributed capital value.Hi sensemaker14 ,
As my above screenshot show, please refer "Income add Contribute" measure, the logic of his calculation is consistent with what you said.
Best regards,
Community Support Team_ Binbin Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Do you also have Year and Month (as shown in the image of your post)) in the dataset?
The date in my financial table is related to the date in my calendar table.
Let me know if that doesn't answer your question well enough.Hi,
Share the download link of your PBI file. Do you want a measure or a calculated column?
