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OLoughanD's avatar
OLoughanD
Helper I
7 years ago
Solved

Running Total

Want to get a running total for each date by SalesReps, ordering by date (ie. Month column) ascending. I have highlighted in red what I am trying to achieve.  
Need Help
  • HotChilli's avatar
    HotChilli
    7 years ago
    RunningTote = VAR _SPerson = TableX[sPerson]
              VAR _Day = TableX[day]
RETURN
    CALCULATE(SUM([dTarget]), 
        FILTER(TableX,
            TableX[day] <= _Day && 
            TableX[sPerson] = _SPerson))

    Create a calculated column, swap in your table and column names.

     

    Quick Tip : For better help, post sample data rather than a picture of the data

HotChilli's avatar
HotChilli
Community Champion
7 years ago
RunningTote = VAR _SPerson = TableX[sPerson]
              VAR _Day = TableX[day]
RETURN
    CALCULATE(SUM([dTarget]), 
        FILTER(TableX,
            TableX[day] <= _Day && 
            TableX[sPerson] = _SPerson))

Create a calculated column, swap in your table and column names.

 

Quick Tip : For better help, post sample data rather than a picture of the data

OLoughanD's avatar
OLoughanD
Helper I
7 years ago

HotChilliThank you very much. This worked perfectly. I added a column to my table and based on your proposed solution my final code was:

RunningTote = VAR _SPerson = Target[SalesPerson]
VAR _Day = Target[Date]
RETURN
CALCULATE(SUM([DateTarget]),
FILTER(Target,
Target[Date] <= _Day &&
Target[SalesPerson] = _SPerson))