Rolling Total by date and category.

[Irek]

Hi, 

How to calculate rolling/cummulative  sum by date and category (in my case ID) ?

I have worker ID and date, need to get rolling for each employee. 

Id	Date	Sale	Result
1	20.10.2023	1	1
1	24.10.2023	2	3
1	10.11.2023	2	5
2	10.11.2023	2	2
2	11.11.2023	2	2
3	21.10.2023	1	1

Thank you

Marcin

[Anonymous · Accepted solution]

Hi @Irek ,

Calculated Column:

C_Result = CALCULATE(SUM('Table'[Sale]),FILTER(ALLEXCEPT('Table','Table'[Id]),'Table'[Date]<=EARLIER('Table'[Date])))

Measure:

M_Result = CALCULATE(SUM('Table'[Sale]),FILTER(ALLEXCEPT('Table','Table'[Id]),'Table'[Date]<=MAX('Table'[Date])))

Result is as below.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Irek]

hi, 

I figured the solution some time ago but yours also works very well, thank you. 

[lbendlin]

Please use Quick Measures - they have examples for Rolling Totals.