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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

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.

 

 

Appreciate any assistance! Thanks much!

 

 

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  • amitchandak's avatar
    amitchandak
    4 years ago

    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

3 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    4 years ago

    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's avatar
      Anonymous
      Not applicable
      4 years ago

      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?

       

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    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 )

     

    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.