Forum Discussion

Regular Visitor

8 years ago

Solved

Incorrect cumulative values when creating multiple line charts with multiple cumulative values

I am trying to create cumulative sales vs goal line charts by person, team and group but am having a challenge with the calculation to cumulate the sales. Any help / ideas would be appreciated. ...

Need Help

mike1234
8 years ago
I came up with a solution to get around the Months that have multiple Sales records:

Use the "Merge Queries as New" function to crate a new table from the Personal Sales. That way I don't mess with that table).
Used the "Group By" function to combine the sales that are in the same month. After doing this I didn't have the problem with duplicates.
Once I did that, using the statement from Phil (thanks, Phil!), I created a calculated column to create the cumulative sales, as appropriate.
I had to do this for each of the three charts I wanted (person, team and group). and it worked.

Here's what I ended up with.
Sample PBIX

mike1234

Regular Visitor

8 years ago

I came up with a solution to get around the Months that have multiple Sales records:

Use the "Merge Queries as New" function to crate a new table from the Personal Sales. That way I don't mess with that table).
Used the "Group By" function to combine the sales that are in the same month. After doing this I didn't have the problem with duplicates.
Once I did that, using the statement from Phil (thanks, Phil!), I created a calculated column to create the cumulative sales, as appropriate.

I had to do this for each of the three charts I wanted (person, team and group). and it worked.

Here's what I ended up with.

Sample PBIX