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JurriaanQEL's avatar
JurriaanQEL
Regular Visitor
8 years ago
Solved

Remove cumulative total

Hi,    Every month I receive a file with updated numbers. One of the columns is cumulative, e.g.: January     -    20 February   -    25 March       -    40   I want to have a table in Power ...
  • Zubair_Muhammad's avatar
    Zubair_Muhammad
    8 years ago

    Hi JurriaanQEL

     

    Please see the attached file here.

    Hope this helps. Here are the steps I performed

     

    As you said we need an assistant field to undo the Cumulatives. So
    First I created a "Parameter Table" to get "month number" in our Main Table

    Then we can use this Calculated Column to get Monthly figures

    Monthly Figure =
VAR PreviousMonthValue =
    CALCULATE (
        SUM ( Table1[Cumulative] ),
        FILTER (
            Table1,
            Table1[Year] = EARLIER ( Table1[Year] )
                && Table1[MonthNumber]
                    = EARLIER ( Table1[MonthNumber] ) - 1
        )
    )
RETURN
    Table1[Cumulative] - PreviousMonthValue




     

     

     

     

     

Zubair_Muhammad's avatar
Zubair_Muhammad
Community Champion
8 years ago

Hi@ JurriaanQEL

 

Could you please copy paste sample data just like in the post you referred to?

Do you have other columns beside month and amount?

JurriaanQEL's avatar
JurriaanQEL
Regular Visitor
8 years ago

Hi Zubair_Muhammad Thanks for your quick reply.

Below the data table that comes from Power BI.

The source data is not one table. Every month I receive a file, which is added to the source data. In this data there is a field called in This Month. You can see that for example March 2016, this value was: 3080, where in April 2016 this value was 35755. The difference between the 2 (32675) is the non cumulated number for April. Somehow I want to be able to see this figure somewhere (I've tried it with work arounds, but I don't have any other source fields (date) that can help me here). 

 

 

  • Zubair_Muhammad's avatar
    Zubair_Muhammad
    Community Champion
    8 years ago

    Hi JurriaanQEL

     

    Please see the attached file here.

    Hope this helps. Here are the steps I performed

     

    As you said we need an assistant field to undo the Cumulatives. So
    First I created a "Parameter Table" to get "month number" in our Main Table

    Then we can use this Calculated Column to get Monthly figures

    Monthly Figure =
VAR PreviousMonthValue =
    CALCULATE (
        SUM ( Table1[Cumulative] ),
        FILTER (
            Table1,
            Table1[Year] = EARLIER ( Table1[Year] )
                && Table1[MonthNumber]
                    = EARLIER ( Table1[MonthNumber] ) - 1
        )
    )
RETURN
    Table1[Cumulative] - PreviousMonthValue




     

     

     

     

     

    • JurriaanQEL's avatar
      JurriaanQEL
      Regular Visitor
      8 years ago

      Thanks a lot! Gonna work on this :manhappy:

    • JurriaanQEL's avatar
      JurriaanQEL
      Regular Visitor
      8 years ago

      Hi again Zubair_Muhammad

       

      After a frustrating few tries, I have to admit defeat :(

      I didn't manage to make it work in my workbook.

      I have the fields Month, Year and Monthname already in my dim_date table, so I didn't need to create a separate table for this (I think?). 

      So I changed your DAX to fit my workbook, which you can see below.

      Your cumulative field is called (CA) Indemnity Paid (This Month) for me. 

       

      I first had v_f_Bordereau_line[(CA) Indemnity Paid (This Month)] in the DAX, but that gave me this error:

      A single value for column '(CA) Indemnity Paid (This Month)' in table 'v_f_Bordereau_line' cannot be determined.

      Then I changed it to the sum(v_f_Bordereau_line[(CA) Indemnity Paid (This Month)]), which results in what you can see below.

      You can see in the second table (on the right) that the total is 20,032,538.51, but that from March 2016 this is gradually growing (and is the cumulative part). Why I don't get the same in the left table is beyond me. When removing the Sum (Don't Summarize) it will give me the error 'Can't determine relationships between the fields'... so yeah, I am very lost!

      Any thoughts??

       

       

      Thanks in advance!

      Kind regards, Jurriaan

      • Zubair_Muhammad's avatar
        Zubair_Muhammad
        Community Champion
        8 years ago
        Hi Jurriaan
        Could you upload your file to one drive or googledrive
        And share link here