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justinbouchard's avatar
justinbouchard
Frequent Visitor
4 years ago
Solved

Running Total per category

Hello,   I tried the steps outlined here but I'm still having trouble An example of my data is below.   What I'm trying to do is make a running total of the applications we get from student...
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  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi justinbouchard ,

     

    Do you want to calculate the running total per app_term and based on date?

    Try this code.

    Measure = 
CALCULATE(SUM ( Sheet1[app number] ),FILTER(ALL(Sheet1),Sheet1[APP_TERM] = MAX(Sheet1[APP_TERM])&&Sheet1[Date Received]<=MAX(Sheet1[Date Received])))

    Result is as below.

     

    Best Regards,
    Rico Zhou

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

justinbouchard's avatar
justinbouchard
Frequent Visitor
4 years ago

Not working still. I just get this:

 

 

The last column isn't counting still. I followed your example for making a date table

 

Calendar = CALENDAR(date(2015,01,01), date(2023,12,31))
 

and i have a one to many relationship with my application table.

 

Formula was 

Cumm = CALCULATE(Count(Sheet1[Student ID]),filter(allselected('Calendar'),'Calendar'[Date] <=max('Calendar'[Date])))
 
Or should I be using my date tables from sheet 1 in the filter?
Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi justinbouchard ,

 

Do you want to calculate the running total per app_term and based on date?

Try this code.

Measure = 
CALCULATE(SUM ( Sheet1[app number] ),FILTER(ALL(Sheet1),Sheet1[APP_TERM] = MAX(Sheet1[APP_TERM])&&Sheet1[Date Received]<=MAX(Sheet1[Date Received])))

Result is as below.

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • justinbouchard's avatar
    justinbouchard
    Frequent Visitor
    4 years ago

    That did it! I tried to apply this to my environment with the real data and it worked! I had to tinker around with the relationship data and remove my date table but i'll tinker with it until I have it all working. Thank you so much!

  • justinbouchard's avatar
    justinbouchard
    Frequent Visitor
    4 years ago

    Looking at this more I realised that my slicers on the same page don't really impact this. If I had another column that indicated the "program" the student was applying to. What is the best way to adjust this code?

  • lucadjc's avatar
    lucadjc
    New Member
    2 years ago

    hello Anonymous , in my schenario i've a column date, a category and an column count

    I used the formula above, it's working except fot this scenario:
    in the last years i've some categories without vaues and for them is not countered the max value of the previous yer
    if you can see in the chat below, the grey and blue part should be present into 2029 and 2030 too with the same amout of 2028.
    Any help is appreciated

     

    • Elvi_well's avatar
      Elvi_well
      Frequent Visitor
      1 year ago

      Hi!
      Did you solve the problem? I have the same problem when I need that categories shows from previous periods.