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nauriso1's avatar
nauriso1
Frequent Visitor
10 years ago
Solved

Running Total Cohort

Hello

 

How to calculate running total for cohort? Using dates for running total calculation is stright forward, but I can't find solution for cohort. I have such data model:

with such data

 

 

 I want to create running total, so it never exceed count of days from Date Added to list till last date in dimDate table  (values in  column "Days Between DateAddedToList and MaxDateId", which prefferably should be defined as measure in running total calculation) regardless of the last date of dates in Date Transactions. So for an example - item C was added to list in 05. Aug. Last date in dimDate is 8.Aug, so running total should be only for 4 days.

Desired result is below: 

The problem - I can't specify this days count limit in calculation for running total..

 

 There is also link with data and model in Excel
data_for_running_total_cohort

 

Thanks BR

  • nauriso1's avatar
    nauriso1
    9 years ago

    Thanks for your efort, but that isn't what I wanted, but finally I found by my self a sulotion based on this post in Stack Overflow
    http://stackoverflow.com/questions/31661131/dax-cumulative-total-with-date-filters


    So in my case I had to remove relationship from dimDays table to fctTrans and write measure:

    Runing Total by Days final :=
CALCULATE (
    SUM ( fctTrans[Amount] );
    FILTER (
        VALUES ( fctTrans[Days Between Date Transaction and DateAddedToList] );
        fctTrans[Days Between Date Transaction and DateAddedToList]
            <= MAX ( dimDays[DaysId] )
    );
    FILTER (
        VALUES ( fctTrans[Days Between DateAddedToListAnd MaxDateId] );
        fctTrans[Days Between DateAddedToListAnd MaxDateId] >= MAX ( dimDays[DaysId] )
    )
)

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    10 years ago

    Hi nauriso1,

     

    Based on my understanding, you want to get a running total on visual, right?

    You can refer to below steps:

    1. Create a summary table.

     

    Dax:

    Table = ADDCOLUMNS(CROSSJOIN(dimItem,dimDays),"Amount",LOOKUPVALUE(fctTrans[Amount],dimItem[DimItem],[DimItem],fctTrans[Days Between Date Transaction and DateAddedToList],[DaysId]))

     

     

    2. Calculate the running total.(Calculate column)

    Dax:

    Total Amount = CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),AND( 'Table'[DimItem]=EARLIER('Table'[DimItem]),'Table'[DaysId]<=EARLIER('Table'[DaysId]))))

     

     

    3. Create a matrix visual and drag the above table’s columns to it.

     

     

    Regards,

    Xiaoxin Sheng

    • nauriso1's avatar
      nauriso1
      Frequent Visitor
      9 years ago

      Thanks for your efort, but that isn't what I wanted, but finally I found by my self a sulotion based on this post in Stack Overflow
      http://stackoverflow.com/questions/31661131/dax-cumulative-total-with-date-filters


      So in my case I had to remove relationship from dimDays table to fctTrans and write measure:

      Runing Total by Days final :=
CALCULATE (
    SUM ( fctTrans[Amount] );
    FILTER (
        VALUES ( fctTrans[Days Between Date Transaction and DateAddedToList] );
        fctTrans[Days Between Date Transaction and DateAddedToList]
            <= MAX ( dimDays[DaysId] )
    );
    FILTER (
        VALUES ( fctTrans[Days Between DateAddedToListAnd MaxDateId] );
        fctTrans[Days Between DateAddedToListAnd MaxDateId] >= MAX ( dimDays[DaysId] )
    )
)