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sandeepk66's avatar
sandeepk66
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8 years ago
Solved

Need Cumulative Sum by Item

Hi Geeks, Need Cumulative Sum of the AMOUNTper each Item. I have created a column ' Cumulative Sum' in Excel, which is basically AMOUNT+Qty-Liability  per Item. needed to replicate same in PowerBI...
Need Help
  • Phil_Seamark's avatar
    Phil_Seamark
    8 years ago

    Hi Again sandeepk66

     

    In anycase, here is a calculated column that might work

     

    Column = 
VAR StartRowAmount = MINX(FILTER(Examples,'Examples'[ITEM] = EARLIER('Examples'[ITEM])),'Examples'[AMOUNT])
RETURN 
    CALCULATE(
                        StartRowAmount + 
                        SUM([SALE Amount]) - 
                        SUM([Liability])
                        , FILTER(
                        ALL('Examples'),
                        'Examples'[RowID] <= EARLIER('Examples'[RowID]) 
                        && 'Examples'[ITEM] = EARLIER('Examples'[ITEM]))
                        )

     

     

Phil_Seamark's avatar
Phil_Seamark
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi sandeepk66

 

Just checking.  In the first line of each of your product groupings, you use three column to determine the result, then from that result, the next lines only use 2 columns.  Is that what you meant to do, or was that a typo?

  • Phil_Seamark's avatar
    Phil_Seamark
    Icon for Microsoft Employee rankMicrosoft Employee
    8 years ago

    Hi Again sandeepk66

     

    In anycase, here is a calculated column that might work

     

    Column = 
VAR StartRowAmount = MINX(FILTER(Examples,'Examples'[ITEM] = EARLIER('Examples'[ITEM])),'Examples'[AMOUNT])
RETURN 
    CALCULATE(
                        StartRowAmount + 
                        SUM([SALE Amount]) - 
                        SUM([Liability])
                        , FILTER(
                        ALL('Examples'),
                        'Examples'[RowID] <= EARLIER('Examples'[RowID]) 
                        && 'Examples'[ITEM] = EARLIER('Examples'[ITEM]))
                        )

     

     

      • Phil_Seamark's avatar
        Phil_Seamark
        Icon for Microsoft Employee rankMicrosoft Employee
        8 years ago

        HI sandeepk66

         

        Try adding this code as a calculated column to your Query1 table, rather than to your Examples table.

         

        Also, I note the data in your INVENTTRANSID column is not in order.  Is that important?

         

        CUMColumn2 = 
VAR StartRowAmount = MINX(
                        FILTER(Query1,'Query1'[NAME] =EARLIER('Query1'[NAME])),'Query1'[PHYSICALINVENT])
RETURN 
    CALCULATE(
                        StartRowAmount + 
                        SUM(Query1[RECEIPTQTY]) - 
                       sum(Query1[ISSUEQTY])
                        , FILTER(
                        ALL('Query1'),
                        'Query1'[INVENTTRANSID] <= EARLIER('Query1'[INVENTTRANSID])
                        && 'Query1'[NAME] = EARLIER('Query1'[NAME]))
                        )