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Anonymous
Not applicable

Resetting Running Total based on column value

Hi guys, 

 

i have a running total of a sales column. This running total shall start to cumulate sales from 0 after the columnes where the reset column is 1. Here the example:

Reset Running Total.JPG

Any body any i dea?

Thanks in advance!

1 ACCEPTED SOLUTION

Hi, @Anonymous 

Thank you for your feedback.

Please check the link down below.

 

Sales Cumulate Reset CC =
VAR resetcumulate =
CALCULATE (
SUM ( 'Table'[Reset] ),
FILTER (
'Table',
EARLIER ( 'Table'[Date] ) >= 'Table'[Date]
&& EARLIER ( 'Table'[SKU] ) = 'Table'[SKU]
)
)
VAR currentdate = 'Table'[Date]
VAR resetcumulatetable =
FILTER (
ADDCOLUMNS (
SUMMARIZE ( 'Table', 'Table'[Date], 'Table'[SKU], 'Table'[Sales] ),
"@resetgroup",
CALCULATE (
SUM ( 'Table'[Reset] ),
FILTER (
'Table',
EARLIER ( 'Table'[Date] ) >= 'Table'[Date]
&& EARLIER ( 'Table'[SKU] ) = 'Table'[SKU]
)
)
),
[@resetgroup] = resetcumulate
&& 'Table'[Date] <= currentdate
&& EARLIER ( 'Table'[SKU] ) = 'Table'[SKU]
)
RETURN
SUMX ( resetcumulatetable, 'Table'[Sales] )

 

 

https://www.dropbox.com/s/0954h7ecsxkervx/hr303.pbix?dl=0 

 

 

Hi, My name is Jihwan Kim.

 

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

View solution in original post

3 REPLIES 3
Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please check the below picture and the sample pbix file's link down below.

It is for creating a new column.

 

Picture1.png

 

Sales Cumulate Reset CC =
VAR resetcumulate =
CALCULATE (
SUM ( 'Table'[Reset] ),
FILTER ( 'Table', EARLIER ( 'Table'[Date] ) >= 'Table'[Date] )
)
VAR currentdate = 'Table'[Date]
VAR resetcumulatetable =
FILTER (
ADDCOLUMNS (
SUMMARIZE ( 'Table', 'Table'[Date], 'Table'[Sales] ),
"@resetgroup",
CALCULATE (
SUM ( 'Table'[Reset] ),
FILTER ( 'Table', EARLIER ( 'Table'[Date] ) >= 'Table'[Date] )
)
),
[@resetgroup] = resetcumulate
&& 'Table'[Date] <= currentdate
)
RETURN
SUMX ( resetcumulatetable, 'Table'[Sales] )

 

 

https://www.dropbox.com/s/0954h7ecsxkervx/hr303.pbix?dl=0 

 

 

Hi, My name is Jihwan Kim.

 

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.
Anonymous
Not applicable

@Jihwan_Kim  thanks for the solution. It works amazing! One more twist i am trying to figure out. Calculating the resetted running total but for a sub group (SKU) as shown in the screenshot: 


Target column in yellow:
Reset Running Total.JPG

Any idea? 

Hi, @Anonymous 

Thank you for your feedback.

Please check the link down below.

 

Sales Cumulate Reset CC =
VAR resetcumulate =
CALCULATE (
SUM ( 'Table'[Reset] ),
FILTER (
'Table',
EARLIER ( 'Table'[Date] ) >= 'Table'[Date]
&& EARLIER ( 'Table'[SKU] ) = 'Table'[SKU]
)
)
VAR currentdate = 'Table'[Date]
VAR resetcumulatetable =
FILTER (
ADDCOLUMNS (
SUMMARIZE ( 'Table', 'Table'[Date], 'Table'[SKU], 'Table'[Sales] ),
"@resetgroup",
CALCULATE (
SUM ( 'Table'[Reset] ),
FILTER (
'Table',
EARLIER ( 'Table'[Date] ) >= 'Table'[Date]
&& EARLIER ( 'Table'[SKU] ) = 'Table'[SKU]
)
)
),
[@resetgroup] = resetcumulate
&& 'Table'[Date] <= currentdate
&& EARLIER ( 'Table'[SKU] ) = 'Table'[SKU]
)
RETURN
SUMX ( resetcumulatetable, 'Table'[Sales] )

 

 

https://www.dropbox.com/s/0954h7ecsxkervx/hr303.pbix?dl=0 

 

 

Hi, My name is Jihwan Kim.

 

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

 

Linkedin: linkedin.com/in/jihwankim1975/

Twitter: twitter.com/Jihwan_JHKIM


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

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