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Limerick
Frequent Visitor

SUM dynamic / dependend on date

Hello together, 

 

I have a table like this:

Limerick_0-1684509537713.png

What I need to do now, is to sum the amount for every row over the past 5 days, like this:

Limerick_3-1684509846404.png

So basically, sum everything up, where the date is 5 days younger, then the current date.

The result hast to be in a column, not a measure.
Can you please help me out? Thank you a lot in advance! 🙂 

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Create an Index column in the Query Editor and write this calculated column formula

Column = CALCULATE(SUM(Data[Amount]),FILTER(Data,Data[Date]>=EARLIER(Data[Date])-4&&Data[Date]<=EARLIER(Data[Date])&&Data[Index]<=EARLIER(Data[Index])))

Hope this helps.

Untitled.jpg


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

2 REPLIES 2
Ashish_Mathur
Super User
Super User

Hi,

Create an Index column in the Query Editor and write this calculated column formula

Column = CALCULATE(SUM(Data[Amount]),FILTER(Data,Data[Date]>=EARLIER(Data[Date])-4&&Data[Date]<=EARLIER(Data[Date])&&Data[Index]<=EARLIER(Data[Index])))

Hope this helps.

Untitled.jpg


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
lbendlin
Super User
Super User

Power BI aggregates by default. You will need to add an index column to your data.

 

your expected outcome does not match the sample data (Feb 5 is missing)

 

Does "last five days" include or exclude the current date?

test = DATATABLE("Index",INTEGER,"Date",DATETIME,"Amount",CURRENCY,{
    {1,dt"2023-02-01",100},
    {2,dt"2023-02-01",100},
    {3,dt"2023-02-02",120},
    {4,dt"2023-02-02",150},
    {5,dt"2023-02-04",120},
    {6,dt"2023-02-05",100},
    {7,dt"2023-02-07",200},
    {8,dt"2023-02-08",250}
    }
    )

Last five days = 
var i=[Index]
var d=[Date]
return CALCULATE(sum([Amount]),all(test),test[Index]<=i,test[Date]<=d,test[Date]>=d-5)

 

lbendlin_0-1684719904917.png

 

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