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Lucy64's avatar
Lucy64
Advocate II
10 years ago
Solved

Running Total

I am trying to calculate a running total for a production line based on the Machine name, there is no date value.  I am using a Direct Query to SQL database.  I want to add an exta column for running...
Need Help
  • jahida's avatar
    jahida
    10 years ago

    Eyy, I think I got it. Try this:

     

    RunningTotal2 = MAXX(Table1, SUMX(
FILTER(
	SUMMARIZE(CALCULATETABLE(Table1, ALLEXCEPT(Table1, Table1[Building]), ALLSELECTED(Table1[Building])), Table1[MachineName], "NetVal", SUM(Table1[Fabrication Net Value])),
	[NetVal] >=
		SUMX(FILTER(CALCULATETABLE(Table1, ALLEXCEPT(Table1, Table1[Building]), ALLSELECTED(Table1[Building])), Table1[MachineName]= EARLIER(Table1[MachineName], 2)), Table1[Fabrication Net Value]))
, [NetVal]))

     

    Hopefully you can see how that would scale out to other columns if you had multiple filters.

Habib's avatar
Habib
Continued Contributor
10 years ago

To achieve this you need to add some order number to you machines for DAX to identify how it should calculate running total. In your example i have added SrNo column and gave sequence values to this. Next I added a new column with below formula and it gave me desired results....

 

Another idea other than SrNo is to use the row number based on sorted column of your choice

 

RunningTotal = CALCULATE(SUM(Machine[Fabrication Net Value]),all(Machine),Machine[SrNo]<=EARLIER(Machine[SrNo]))

 

Below is the output

 

joglidden's avatar
joglidden
Advocate III
10 years ago

But what if the order changes, because of the magnitude of Fabrication Net Value? I.e., Tightwinder outperforms Rollpacks... maybe that will still work. The best example I've found so far is here: 

 

http://www.daxpatterns.com/cumulative-total/

 

But the problem is that this example uses dates.

  • Habib's avatar
    Habib
    Continued Contributor
    10 years ago

    Hi joglidden In your mentioned post, all calculations are based on date and its easy to calculate running totoal in that scenario.... In given scenario, where date is not available only option left is to use the some sequence number....

    • joglidden's avatar
      joglidden
      Advocate III
      10 years ago

      You are probably right. I'm going to try anyway. But I think the solution will require an index, or row number (as an index), as you suggest. 

      • jahida's avatar
        jahida
        Impactful Individual
        10 years ago

        You don't necessarily need an index, here's an example of a Measure that doesn't use one:

         

        RunningTotal = MAXX(Table2, CALCULATE(SUM(Table2[Fabrication Net Value]), Table2[Fabrication Net Value] >= EARLIER(Table2[Fabrication Net Value]), ALL(Table2)))

         

        As written right now, filters won't work. If you are using filters (on the columns not used in the calculations), change the ALL to ALLEXCEPT(Table2, Table2[FilteredColumn]...) and it should work. If you have filters on the columns in the calculation, things will get a bit more complicated with this method.