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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.

Lucy64's avatar
Lucy64
Advocate II
10 years ago

It is the total of several rows per machine.

jahida's avatar
jahida
Impactful Individual
10 years ago

If you have the ranking created already, you can probably just replace the Fabrication Net Value with Ranking everywhere but in the SUM, and it should work.

 

I could write a new measure but this seems like the easiest way.

 

MAXX(vwScalesDataFabricationNetValue, CALCULATE(SUM(vwScalesDataFabricationNetValue[Fabr​ication Net Value]), vwScalesDataFabricationNetValue[Ranking] >= EARLIER(vwScalesDataFabricationNetValue[Ranking]), ALL(vwScalesDataFabricationNetValue)))

  • Lucy64's avatar
    Lucy64
    Advocate II
    10 years ago

    Tried it but got an error :

     

    A function 'CALCULATE' has been used in a True/False expression that is used as a table filter expression. This is not allowed.

     

    The ranking is a measure not a calculated column, does that make a difference?  I have underlined the section highlighted for error.

     

    Running Total = MAXX(vwScalesDataFabricationNetValue, CALCULATE(SUM(vwScalesDataFabricationNetValue[Fabrication Net Value]), vwScalesDataFabricationNetValue[Ranking] >= EARLIER(vwScalesDataFabricationNetValue[Ranking]), ALL(vwScalesDataFabricationNetValue)))

     

    • jahida's avatar
      jahida
      Impactful Individual
      10 years ago

      Ok, yeah the fact that it's a measure does make a difference, but I should have guessed that, my bad. Anyway, try this:

       

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

       

      Works on my local, although my testing data might not be perfect (obviously it wasn't the first time).

      • Lucy64's avatar
        Lucy64
        Advocate II
        10 years ago

        Thanks, well that worked for all the data, now what if I want to filter.  The Machines are alocated to Buildings so when I filter on building it does not recalc, is this where I need to use ALLEXCEPT instead of ALL? 

         

        By the way I am very greatful for your help.