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Anonymous
Not applicable

How to calculate the sum of one column based on the running total of another column?

Using the example below, how would I calculate the dollar amount for the first forty cases that were sold?

 

What would the formula be to calculate the dollar amount for a running total of the "# of Cases" column?

 

Example:

 

$ Amount   # of Cases

$100                 5

$150               20

$60                 15

$75                 10

$90                 13

$120               15

$40                   8

 

1 ACCEPTED SOLUTION
v-deddai1-msft
Community Support
Community Support

Hi @Anonymous ,

 

You need to create an index column in query editor , then you can create the following two columns:

Running total cases = CALCULATE(SUM('Table'[# of cases]),FILTER('Table','Table'[Index]<=EARLIER('Table'[Index])))

Runnning total amount = CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[Index]<=EARLIER('Table'[Index])))

Capture1.PNG

Use Running total cases as slicer:

 

Capture2.PNG

 

For more details, please refer to the pbix file: https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/Ee_C4EXmY11HgazNTBQ434wB4j4f0qWBp3kVoXpZzCq1bQ?e=6AbZm7

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Best Regards,

Dedmon Dai

 

View solution in original post

2 REPLIES 2
v-deddai1-msft
Community Support
Community Support

Hi @Anonymous ,

 

You need to create an index column in query editor , then you can create the following two columns:

Running total cases = CALCULATE(SUM('Table'[# of cases]),FILTER('Table','Table'[Index]<=EARLIER('Table'[Index])))

Runnning total amount = CALCULATE(SUM('Table'[Amount]),FILTER('Table','Table'[Index]<=EARLIER('Table'[Index])))

Capture1.PNG

Use Running total cases as slicer:

 

Capture2.PNG

 

For more details, please refer to the pbix file: https://qiuyunus-my.sharepoint.com/:u:/g/personal/pbipro_qiuyunus_onmicrosoft_com/Ee_C4EXmY11HgazNTBQ434wB4j4f0qWBp3kVoXpZzCq1bQ?e=6AbZm7

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Best Regards,

Dedmon Dai

 

darentengmfs
Post Prodigy
Post Prodigy

Hi @Anonymous 

 

You can do so by first creating a running total of # of Cases (if you have date or ID column).

 

Then, create a measure that sums $ amount, put that in a chart, and use the running total column as a filter, where running total <= 40.

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