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sandeepk66's avatar
sandeepk66
Advocate I
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
Microsoft 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
Microsoft 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
      Microsoft 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]))
                        )