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PrestaPower
Frequent Visitor

SUM/Substract

Hey, so here is my issue. I have a table with for each year the client rejected after a certain step. Knowing that the total application is given on the last column, i would like to have in remaining the amount remaining after each step. But for now I just achieve to substract the total with the one rejected for one step, where for example, for step 2 of 2017 i expect the remaining to be equal to :  Total - rejcted at step 1 - rejected at step2

cohortquestionforum.PNG

 And so on for each step, knowing that it as to be done separatly for each year.

1 ACCEPTED SOLUTION
v-yuta-msft
Community Support
Community Support

Hi PrestaPower,

 

Please follow steps below which may meet your requirement:

1. Click Edit Queries-> Add Column-> Index Column 

2. Create a calculate column running total using DAX formula below:

Running Total =
CALCULATE (
    SUM ( Table1[Rejected after step] ),
    FILTER (
        Table1,
        Table1[Index] <= EARLIER ( Table1[Index] )
            && Table1[Year] = EARLIER ( Table1[Year] )
    )
)

3. Achieve the remaining after each step

Remaining after step = MAX(Table1[Total Applications]) + MAX(Table1[Running Total])

Capture.PNG 

 

Regards,

Jimmy Tao

View solution in original post

1 REPLY 1
v-yuta-msft
Community Support
Community Support

Hi PrestaPower,

 

Please follow steps below which may meet your requirement:

1. Click Edit Queries-> Add Column-> Index Column 

2. Create a calculate column running total using DAX formula below:

Running Total =
CALCULATE (
    SUM ( Table1[Rejected after step] ),
    FILTER (
        Table1,
        Table1[Index] <= EARLIER ( Table1[Index] )
            && Table1[Year] = EARLIER ( Table1[Year] )
    )
)

3. Achieve the remaining after each step

Remaining after step = MAX(Table1[Total Applications]) + MAX(Table1[Running Total])

Capture.PNG 

 

Regards,

Jimmy Tao

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