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sebasjun's avatar
sebasjun
Icon for Helper I rankHelper I
9 years ago
Solved

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       Im create a measure with this formula    Acumulated = CALCULATE(sum(Query1[T...
  • v-huizhn-msft's avatar
    v-huizhn-msft
    9 years ago

    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.



    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.



    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.



    Best Regards,
    Angelia

sebasjun's avatar
sebasjun
Icon for Helper I rankHelper I
9 years ago

Hello

 

Thanks is very strange!

 

I have this model

 

 

 

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

 

 

 

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

 

Don't understand

 

 

Thanks!

v-huizhn-msft's avatar
v-huizhn-msft
Icon for Microsoft Employee rankMicrosoft Employee
9 years ago

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.



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.



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.



Best Regards,
Angelia

  • sebasjun's avatar
    sebasjun
    Icon for Helper I rankHelper I
    9 years ago

    Thanks this is the problem. 

     

    Best regards!!