Forum Discussion
CahabaData
9 years agoMemorable Member
Running 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 ...
- 9 years ago
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 :)
- 9 years ago
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
Habib
9 years agoContinued 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 :)