Forum Discussion
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 becomes a cumulative total and includes all the months up to the current month.
| Date | Sales Amount (Cumulative Total) |
| 4/1/20 | $100 |
| 5/1/20 | $100 |
| 6/1/20 | $500 |
| 7/1/20 | $500 |
| 8/1/20 | $500 |
Any ideas on how to create a data table that has this structure?
Thanks as always!!
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
5 Replies
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
This is very close with the measure but it is giving an unexpected result. It is assigning the total sum of that column to a every person. Not a cumulative total of each person for each month.
here is a tutorial on running totals
if you want to practice, you can download the materials here: https://businessintelligist.com/2020/07/22/getting-better-at-dax-having-fun-with-running-totals/
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.
