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sebasjun
Helper I
Helper I

Sum Accummulate with 2 columns

Hello

 

Im need to create a accumlated column grouped by 2 criteria. In my case group by A_Codi and Month

   

2017_06_16_20h37_25

 

Im create a measure with this formula 

 

Acumulated = CALCULATE(sum(Query1[Total_USD]);FILTER(ALL(Query1);Query1[Mes]<max(Query1[Mes])))

 

But not run!!

 

I need Accomulated has this values

 

A_Codi    Month   Acumulated   Total_USD

28812     February    -40.60          -40.60

28812     March       -40.60             0

36100     April         -35.44          -35.44
..

36246     January              0          0

36246    February             0          0

36246    March        -2396.00       -2396.00

36246    April            2248,63         4644,63

36246    May              3075.31       826.68

36246    June              3379.3        303.99         

 

Thanks

Best regards

 

 

 

1 ACCEPTED SOLUTION

Hi @sebasjun,

For your result, the cumulated measure is still not sure based on my understanding. For the following example, 54805107<60963705, it shoud be running total.

1.PNG

You can create a calculated column using the formula, transfer the month text type to number type.

New-Month=SWITCH([Month], "January", 1,"February",2,  "March", 3, "April", 4,
                           "May", 5, "June",6,  "July",7, "August", 8 ,
                           "September", 9 , "October", 10,"November",11, "December", 
                           12, 0 )  

Then create a measure using the formula.

 Acumulated = CALCULATE(sum(Query1[Total_USD]);FILTER(ALLEXCEPT(Query1,Query1[A_Codi]);Query1[New-Month]<max(Query1[New-Month])))


I test it using my sample table below, it works fine.

1.PNG

Create a measure:

Acumulated = CALCULATE(SUM('FACT'[REVENUE]),FILTER(ALLEXCEPT('FACT','FACT'[ID]),'FACT'[Month]<=MAX('FACT'[Month])))


Please see the result shown in the following screenshot.

6.PNG5.PNG4.PNG

Best Regards,
Angelia

View solution in original post

5 REPLIES 5
MattAllington
Community Champion
Community Champion

What other columns do you have in your table?  Do you have a month number? Or do you have a calendar table?  If you have a month number you can use The same formula you wrote but replace [Mes] with [month number]



* Matt is an 8 times Microsoft MVP (Power BI) and author of the Power BI Book Supercharge Power BI.
I will not give you bad advice, even if you unknowingly ask for it.

Hello

 

Thanks is very strange!

 

I have this model

 

Diagram.png

 

 

The table customer is related with Query 1. And I use the table Customer in all report with other graphs

 

If I use the A_Codi from query. The table and the graph show correctly

 

captura3.png 

 

But use the a_codi from customer table, the table show correctly but the graph no!! 

 

Don't understand

 

Captura2.png

 

Thanks!

Hi @sebasjun,

For your result, the cumulated measure is still not sure based on my understanding. For the following example, 54805107<60963705, it shoud be running total.

1.PNG

You can create a calculated column using the formula, transfer the month text type to number type.

New-Month=SWITCH([Month], "January", 1,"February",2,  "March", 3, "April", 4,
                           "May", 5, "June",6,  "July",7, "August", 8 ,
                           "September", 9 , "October", 10,"November",11, "December", 
                           12, 0 )  

Then create a measure using the formula.

 Acumulated = CALCULATE(sum(Query1[Total_USD]);FILTER(ALLEXCEPT(Query1,Query1[A_Codi]);Query1[New-Month]<max(Query1[New-Month])))


I test it using my sample table below, it works fine.

1.PNG

Create a measure:

Acumulated = CALCULATE(SUM('FACT'[REVENUE]),FILTER(ALLEXCEPT('FACT','FACT'[ID]),'FACT'[Month]<=MAX('FACT'[Month])))


Please see the result shown in the following screenshot.

6.PNG5.PNG4.PNG

Best Regards,
Angelia

Thanks this is the problem. 

 

Best regards!!

 

 

Sorry, I can't help you with the information you have provided.  If you post a sample workbook set up and clearly showing the issue, then I will take a look for you



* Matt is an 8 times Microsoft MVP (Power BI) and author of the Power BI Book Supercharge Power BI.
I will not give you bad advice, even if you unknowingly ask for it.

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