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vsslasd1's avatar
vsslasd1
Helper III
3 years ago
Solved

Running Sum Question

I am trying to create a running sum formula for a graph.  The X-Axis should have the Date The Y-Axis should have the Running Sum Amount   The Legend should be the transaction type, and thos...
Need Help
  • v-zhangti's avatar
    v-zhangti
    3 years ago

    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.

     

v-zhangti's avatar
v-zhangti
Community Support
3 years ago

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.

 

vsslasd1's avatar
vsslasd1
Helper III
3 years ago

Thank you!!!