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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Need help formatting data structure.

Hi so I have a data source that gives a sales persons numbers in this format: Date Sale amount 4/1/20 $100 6/1/20 $200 6/3/20 $200   I need to be able to format the data so it b...
Need Help
  • az38's avatar
    az38
    6 years ago

    Hi Anonymous 

    first create a calendar table

    Calendar = CALENDARAUTO()

    then you can create whether a calculated column

    Sales Amount (Cumulative Total) =
CALCULATE(SUM(Table[Sale amount]), FILTER(ALL(Table]), Table[Date] <= EARLIER(Calendar[Date])))

    or measure 

    Sales Amount (Cumulative Total) =
CALCULATE(SUM(Table[Sale amount]), FILTER(ALL(Table]), Table[Date] <= MAX(Calendar[Date])))

     for this calendar table

amitchandak's avatar
amitchandak
Super User
6 years ago

Anonymous , you have to create measure like, with a date table

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Date])))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.