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gomezc73's avatar
gomezc73
Icon for Helper V rankHelper V
1 year ago
Solved

Issue with accumulated amounts

Hi Expert,   I need help with the following problem, any idea on how to solve it would be appreciated. I have a table that has an amount per day, so I made a calculation to generate an accumulated...
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  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi gomezc73 ,
    Thanks for rajendraongole1 reply.
    You can create a calculate column

     

    Daily Accumulated  = 
VAR _currentDate = 'Table'[DATE]
RETURN
CALCULATE(
    SUM('Table'[AMOUNT]),
    FILTER(
        'Table',
        'Table'[DATE] <= _currentDate
    )
)

     

    Then create a line chart

     

    Best regards,
    Albert He

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

rajendraongole1's avatar
rajendraongole1
Icon for Super User rankSuper User
1 year ago

Hi gomezc73 -  you need a measure in Power BI that calculates the correct daily accumulated amount while respecting the user's weekday selection.

Create a measure for the total running accumulation

Total Running Accumulated =
CALCULATE(
SUM('Table'[AMOUNT]),
FILTER(
ALL('Table'),
'Table'[DATE] <= MAX('Table'[DATE])
)
)

Create another  measure to filter for the selected weekday

Correct Daily Accumulated =
IF(
MAX('Table'[Week Day]) IN VALUES('Table'[Week Day]),
CALCULATE(
SUM('Table'[AMOUNT]),
FILTER(
ALL('Table'),
'Table'[DATE] <= MAX('Table'[DATE])
)
)
)

 

Now, add a slicer for the Week Day column: Use the Week Day column as a slicer so users can select the desired weekday.

use a line chart:

Add the DATE column to the X-axis.
Use the Correct Daily Accumulated measure for the Y-axis. Hope this works.

 

  • gomezc73's avatar
    gomezc73
    Icon for Helper V rankHelper V
    1 year ago

    Hi, thank you for your early response. I tried your solution but i am still showing wrong amounts.

     

    Is it possible for you create a PBI and send me it?. maybe i am making something wrong.

     

    thanks in advance