Forum Discussion
Memorable MemberRunning Total / cumulative by Group
Can't seem to get the handle on this. Starting data:
Group Service ID Amount
A 1 $2
A 4 $1
A 2 $3
B 2 $1
B 6 $4
Result Sought:
Group Service ID Amount GroupSum
A 1 $2 $2
A 4 $1 $3
A 2 $3 $6
B 2 $1 $1
B 6 $4 $5
either Measure or Calculated column.... at Dax Patterns every example has a date field involved.....kind of going in circles on this one at the moment.......wondering if the lack of a sequential field is my issue or just general brain fog..........
Hi CahabaData you are true, lack of sequential field is the major issue.
You can achieve this using below steps.
1 - Add a sequence number. You can use RANKX function for this.
Rank = RANKX(SampleData,SampleData[Service ID],,ASC,Dense)
2 - Add RunningTotal using below formula
RunningTotal = CALCULATE ( SUM ( SampleData[Amount] ), ALLEXCEPT ( SampleData, SampleData[Group] ), SampleData[Rank] <= EARLIER ( SampleData[Rank] ) )This will give you desired results :)
You can first add an index column in Query Editor and then create a calculated column with EARLIER function to get the expected result.
GroupSum = SUMX ( FILTER ( Table1, EARLIER ( Table1[Group] ) = Table1[Group] && EARLIER ( Table1[Index] ) >= Table1[Index] ), Table1[Amount] )Best Regards,
Herbert
9 Replies
- Habib
Continued Contributor
Hi CahabaData you are true, lack of sequential field is the major issue.
You can achieve this using below steps.
1 - Add a sequence number. You can use RANKX function for this.
Rank = RANKX(SampleData,SampleData[Service ID],,ASC,Dense)
2 - Add RunningTotal using below formula
RunningTotal = CALCULATE ( SUM ( SampleData[Amount] ), ALLEXCEPT ( SampleData, SampleData[Group] ), SampleData[Rank] <= EARLIER ( SampleData[Rank] ) )This will give you desired results :)
v-haibl-msftMicrosoft Employee
You can first add an index column in Query Editor and then create a calculated column with EARLIER function to get the expected result.
GroupSum = SUMX ( FILTER ( Table1, EARLIER ( Table1[Group] ) = Table1[Group] && EARLIER ( Table1[Index] ) >= Table1[Index] ), Table1[Amount] )Best Regards,
Herbert
- CahabaData
thanks both H's.... it wasn't clear to me with DAX whether it could cumulate in this scenario without any sequencing field - it seemed feasible to think that it could as there is a row context and the Group ID....
so glad to have a final confirm on this topic. both approaches you have supplied are very feasible.
- v-haibl-msft
I don’t think it could cumulate in this scenario without any sequencing field. The Group ID or other columns don’t have any order, so we need a sequencing column to do the calculation.
Best Regards,
Herbert
Hello All,
I am extremly new to the use of access so please bare with me if I do not understand any respones you have intitially. I have been trying to solve a problem I have within Access but I have not been able to find out any information specific to what I needd my Access database to do:
- I need to create a seqntial number based on the total of records for a customer
-I need this number to reset with every year.
-I need this number to be specific to sopecific to the customer.
-I'm not sure if I should create it as a query which appends the information to a table or as a Before change data macro.
Please help. I am really stuck and I'm at a dead end.
- CahabaData
Is your post a question about how to implement in the Microsoft Access database? -or- are you seeking to implement this in Power BI?
its about how to implement this in Microsoft Access database,
Thanks
Hi all and thanks for your help on this topic,
One question here:
how would you do if you had to groupsum by not only the column "Group" but also by "Service_ID". This means you would refer to two different column to group indicators and compute the cumulative sum. Also maybe if I have a "date" column. will this calculate the cumulative sum from the most recent to the oldest automatically or do I have to specify this?
Thanks a lot 🙂
