Forum Discussion
Running Sum Question
Hi, vsslasd1
You can try the following methods.
Column:Column = CALCULATE ( SUM ( 'Table'[Amount] ), FILTER ( 'Table', [OverrideDate] <= EARLIER ( 'Table'[OverrideDate] ) && [Transaction_Type] = EARLIER ( 'Table'[Transaction_Type] ) ) )Measure:
Running sum = CALCULATE ( SUM ( 'Table'[Amount] ), FILTER ( ALL ( 'Table' ), [OverrideDate] <= SELECTEDVALUE ( 'Table'[OverrideDate] ) && [Transaction_Type] = SELECTEDVALUE ( 'Table'[Transaction_Type] ) ) )Result:
Is this the result you expect?
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
when you say it isn't working, can you explain what is not working?
also are you able to provide any sample data?
can you explain what you are trying to do with the date?
The Chart has this error message:
Thank you and Yes, Here is some sample data:
Transaction_Type OverrideDate Amount RunningSum Cost
1/15/2022 1,250 1,250 Cost
2/7/2022 358 1,608 Cost
3/20/2022 429 2,037 Cost
4/1/2022 5,891 7,928 Cash Receipt
1/2/2022 6,500 6,500 Cash Receipt
1/19/2022 1,853 8,353 Cash Receipt 2/4/2022 9,100 17,453 Cash Receipt 2/24/2022 250 17,703 Cash Receipt 3/1/2022 4,106 21,809 Cash Receipt 3/9/2022 7,413 29,222 Cash Receipt 4/25/2022 921 30,143 Total Billed
1/31/2022 2,500 2,500 Total Billed
2/16/2022 410 2,910 Total Billed 3/14/2022 8,700 11,610 Total Billed 4/19/2022 924 12,534 Revenue Earned
1/5/2022 680 680 Revenue Earned
3/15/2022 2,594 3,274 Revenue Earned 4/25/2022 1,428 4,702 Revised Contract
1/1/2022 2,400 2,400 Revised Contract
2/16/2022 689 3,089 Revised Contract 4/2/2022 2,140 5,229 Original Estimate + COs
2/15/2022 8,250 8,250 Original Estimate + COs
3/31/2022 6,500 14,750 Original Estimate + COs 4/1/2022 24 14,774 Original Estimate + COs 6/1/2022 1,700 16,474 And the chart is here, but this does not correlate to the data:
X Data Point is the Overridedate column, Running sum and transaction type= ChartTranType
Hi, vsslasd1
You can try the following methods.
Column:Column = CALCULATE ( SUM ( 'Table'[Amount] ), FILTER ( 'Table', [OverrideDate] <= EARLIER ( 'Table'[OverrideDate] ) && [Transaction_Type] = EARLIER ( 'Table'[Transaction_Type] ) ) )Measure:
Running sum = CALCULATE ( SUM ( 'Table'[Amount] ), FILTER ( ALL ( 'Table' ), [OverrideDate] <= SELECTEDVALUE ( 'Table'[OverrideDate] ) && [Transaction_Type] = SELECTEDVALUE ( 'Table'[Transaction_Type] ) ) )Result:
Is this the result you expect?
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you!!!
