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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

How to filter a Matrix Visual based on a Cumulative Sum

Hi all, I have a table of data like this called 'Stock': ID Item Date Site Type Quantity Inventory 1003706 09/14/20 WARM1 Inventory 14,636 3010209974 1003706 09/14/20 WARM1 Sa...
  • Anonymous's avatar
    Anonymous
    5 years ago

    CONTINUED

    loaded into a table like this:

     

    I'd like to filter this matrix to only show items where the cumulative sum TOTAL is <0.  I've tried filtering by where the Cumulative Sum measure is <0, but this filters the table to only calculate on transactions where the quantity is <0.  Does anyone know how to do this?

  • V-lianl-msft's avatar
    V-lianl-msft
    5 years ago

    Hi Anonymous ,

     

    There should be no problem with the method, but the order of the conditions is reversed.

    Quantity running total in Date =
    var _cumm =
    CALCULATE(
    SUM(Stock[Quantity]),
    FILTER(
    ALLSELECTED(Stock[Date]),
    ISONORAFTER(Stock[Date], MAX(Stock[Date]), DESC)
    )
    )
    )
    
    return IF(_cumm<0,BLANK(),_cumm))

     

    Best Regards,
    Liang
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