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Anonymous
Not applicable

Incremental/Accumulative DAX/Query Calculation

Hi Power BI gurus!

I'm struggling with getting the incremental or accumulative formula over the years. Namely, my data has Area column, Date (Year) column, Value and Value to be Added. What I need is when I dynamically select years to show on my chart or table, use the first year's Value and then for each of the following years, keep adding the Value to Add to the previous calculation. This needs to be separate for each Area and not accumulated by Year. Below is the sample of the dataset.

 

rakkadd_0-1645438876735.png

 

Appreciate any assistance! Thanks much!

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Anonymous , A new column

 

new column =
var _min = minx(filter(Table, [Area] = earlier([Area]) ), Table[Year])
var _minval = sumx(filter(Table, [Area] = earlier([Area]) && Table[Year] =_min ), Table[Value])
return
sumx(filter(Table, [Area] = earlier([Area]) && Table[Year] >=_min && Table[Year] <= earlier(Table[Year]) ), Table[Value]) + _minval

 

A new measure


new measure =
var _min = minx(filter(allselected(Table), [Area] = max([Area]) ), Table[Year])
var _minval = sumx(filter(allselected(Table), [Area] = max([Area]) && Table[Year] =_min ), Table[Value])
return
sumx(filter(allselected(Table), [Area] = max([Area]) && Table[Year] >=_min && Table[Year] <= max(Table[Year]) ), Table[Value]) + _minval

View solution in original post

3 REPLIES 3
v-rongtiep-msft
Community Support
Community Support

Hi @Anonymous ,

Please refer to my pbix to see if it helps you.

Create measures.

 

Measure = CALCULATE(SUM('Table'[Value]),FILTER(ALL('Table'),'Table'[Year(Date)]<=SELECTEDVALUE('Table'[Year(Date)])&&'Table'[Area]=SELECTEDVALUE('Table'[Area])))
difference_ =
VAR next_value =
    CALCULATE (
        MAX ( 'Table'[Value] ),
        FILTER (
            ALL ( 'Table' ),
            'Table'[Area] = SELECTEDVALUE ( 'Table'[Area] )
                && 'Table'[Year(Date)]
                    = SELECTEDVALUE ( 'Table'[Year(Date)] ) + 1
        )
    )
VAR this_value =
    MAX ( 'Table'[Value] )
VAR _a =
    CALCULATE (
        next_value - this_value,
        FILTER ( ALL ( 'Table' ), 'Table'[Area] = SELECTEDVALUE ( 'Table'[Area] ) )
    )
RETURN
    IF ( next_value = BLANK (), BLANK (), _a )

 

vpollymsft_0-1645679488577.png

If I have misunderstood your meaning, please provide more details about your desired output.

 

Best Regards

Community Support Team _ Polly

 

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

 

 

 

amitchandak
Super User
Super User

@Anonymous , A new column

 

new column =
var _min = minx(filter(Table, [Area] = earlier([Area]) ), Table[Year])
var _minval = sumx(filter(Table, [Area] = earlier([Area]) && Table[Year] =_min ), Table[Value])
return
sumx(filter(Table, [Area] = earlier([Area]) && Table[Year] >=_min && Table[Year] <= earlier(Table[Year]) ), Table[Value]) + _minval

 

A new measure


new measure =
var _min = minx(filter(allselected(Table), [Area] = max([Area]) ), Table[Year])
var _minval = sumx(filter(allselected(Table), [Area] = max([Area]) && Table[Year] =_min ), Table[Value])
return
sumx(filter(allselected(Table), [Area] = max([Area]) && Table[Year] >=_min && Table[Year] <= max(Table[Year]) ), Table[Value]) + _minval

Anonymous
Not applicable

Hi @amitchandak. Thanks for your reply.

I got it to work with slight changes. Thanks much for the setup!

 

Btw, how would I summarize these calculations on a year level, and provide year-over-year variance of those sums?

 

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