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Irek
Helper II
Helper II

Rolling Total by date and category.

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. 

IdDateSaleResult
120.10.202311
124.10.202323
110.11.202325
210.11.202322
211.11.202322
321.10.202311



 

Thank you

Marcin

1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

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.

vrzhoumsft_0-1700555494441.png

vrzhoumsft_1-1700555501676.png

 

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.

 

View solution in original post

3 REPLIES 3
v-rzhou-msft
Community Support
Community Support

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.

vrzhoumsft_0-1700555494441.png

vrzhoumsft_1-1700555501676.png

 

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.

 

hi, 

 

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

lbendlin
Super User
Super User

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

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