Forum Discussion
Running Total with categories
Hi all,
I want to calculate running_total for the last seven days for a metric but also involve the category.
I have created a formula as below,
But as soon I involve a category, in the legend to see the running total by each category, that messes up the graph as you can see below.
My thought is since not all categories are available on each date the bars are not increasing as it can be seen in the first graph (shown in blue)
Is there a fix for this?
Thank you.
Hi rupeshghosh18 ,
According to your description, not all categories are available on each date, this is what is causing the problem.
Here's my sample, there is no category C in date 2/7/2022.
It display as yours. In the date 2/7/2022, there is no category C, so the Running Submissions can't calculate by category C.
Here's my solution.
1.In Power Query, right click Main Query table, then select Duplicate.
2.Select date column, then click Remove Columns>Remove Other Columns.
3.Select Remove Rows>Remove Duplicates.
4.Select Custom Column.
Write the below formula, click OK.
=#"Main Query"[Category]5.Click the expand tab in the right upper coner of the custom column, then select Expand to New Rows.
6.Select the two columns at the same time(Ctrl+select), then click Remove Rows>Remove Duplicates.
7.Rename the custom column name, get this table.
8.Create a calculated column in new table.
Submissions = VAR _SUB = MAXX ( FILTER ( ALL ( 'Main Query' ), 'Main Query'[date] = EARLIER ( 'Main Query (2)'[date] ) && 'Main Query'[Category] = EARLIER ( 'Main Query (2)'[Category] ) ), 'Main Query'[Submissions] ) RETURN IF ( _SUB <> BLANK (), _SUB, 0 )9.Create a measure
Running Submissions2 = CALCULATE ( SUM ( 'Main Query (2)'[Submissions] ), FILTER ( ALLSELECTED ( 'Main Query (2)'[date] ), 'Main Query (2)'[date] <= MAX ( 'Main Query (2)'[date] ) ) )10.Get the expected result.
I attach my sample below for reference.
Best Regards,
Community Support Team _ kalyjIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
5 Replies
- v-yanjiang-msftCommunity Support
Hi rupeshghosh18 ,
According to your description, not all categories are available on each date, this is what is causing the problem.
Here's my sample, there is no category C in date 2/7/2022.
It display as yours. In the date 2/7/2022, there is no category C, so the Running Submissions can't calculate by category C.
Here's my solution.
1.In Power Query, right click Main Query table, then select Duplicate.
2.Select date column, then click Remove Columns>Remove Other Columns.
3.Select Remove Rows>Remove Duplicates.
4.Select Custom Column.
Write the below formula, click OK.
=#"Main Query"[Category]5.Click the expand tab in the right upper coner of the custom column, then select Expand to New Rows.
6.Select the two columns at the same time(Ctrl+select), then click Remove Rows>Remove Duplicates.
7.Rename the custom column name, get this table.
8.Create a calculated column in new table.
Submissions = VAR _SUB = MAXX ( FILTER ( ALL ( 'Main Query' ), 'Main Query'[date] = EARLIER ( 'Main Query (2)'[date] ) && 'Main Query'[Category] = EARLIER ( 'Main Query (2)'[Category] ) ), 'Main Query'[Submissions] ) RETURN IF ( _SUB <> BLANK (), _SUB, 0 )9.Create a measure
Running Submissions2 = CALCULATE ( SUM ( 'Main Query (2)'[Submissions] ), FILTER ( ALLSELECTED ( 'Main Query (2)'[date] ), 'Main Query (2)'[date] <= MAX ( 'Main Query (2)'[date] ) ) )10.Get the expected result.
I attach my sample below for reference.
Best Regards,
Community Support Team _ kalyjIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- ania_rohHelper III
Hello,
You should put another filter condition with or:
CALCULATE(SUM('Main Query'[Submissions]),FILTER(ALLSELECTED('Main Query'[date]),'Main Query'[date] <= MAX('Main Query'[date]|| ( category...... )
)))
Do category and date are in the same table?If you send a file, it would easier for me to help you
- rupeshghosh18Regular Visitor
Unfortunately, I don't see an option to attach a file in the comments and also no option to edit my question and attach a file
- rupeshghosh18Regular Visitor
Hello, thanks for responding.
Yes both are in the same table.
- rupeshghosh18Regular Visitor
Hello, thanks for responding.
Yes both are in the same table.