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KevinWong's avatar
KevinWong
Regular Visitor
2 years ago
Solved

Question regarding Cumulative sum

Hello PBI experts,

 

I am new to PBI and handling a project that need to use cumulative sum to deliver a dynamic summary recently.

But I am struggled in the DAX, can someone please help or provide some hits for the next step. Thanks.

 

Here below is the data I got and I need to aggragate the table and create a measure - cummulative sum based on the Ordering by each ID.

 

I can reach the result by using the below DAX when filtering each ID but I can't get the proper summarised total result when releasing the filter of the ID. Can someone please help? Thanks.

 

Total_Cumulative_Value =
SUMX(FILTER(ALLSELECTED(Data), Data[Order] > MAXX(Data, Data[Order])), [Total_Value])

 

 

 

And here below is the expected outcome, summarized by the aggregated table

 

 

Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    HI KevinWong,

    You can refer to the following measure formula to calculate cumulative value based on current order value and ID group:

     

    Total_Cumulative_Value =
VAR currOrder =
    MAX ( Data[Order] )
RETURN
    CALCULATE (
        SUM ( [Total_Value] ),
        FILTER ( ALLSELECTED ( Data ), Data[Order] > currOrder ),
        VALUES ( Data[ID] )
    )

     

    Regards,

    Xiaoxin Sheng

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    HI KevinWong,

    You can refer to the following measure formula to calculate cumulative value based on current order value and ID group:

     

    Total_Cumulative_Value =
VAR currOrder =
    MAX ( Data[Order] )
RETURN
    CALCULATE (
        SUM ( [Total_Value] ),
        FILTER ( ALLSELECTED ( Data ), Data[Order] > currOrder ),
        VALUES ( Data[ID] )
    )

     

    Regards,

    Xiaoxin Sheng