Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Visual Filter for Cumulative Sum Issue

Hi,   I need some help with cumulative sum line.   Before selecting any slicer, the visual shows this: But after applying filter, the visual shows the below. How then can I make the...
Need Help
  • parry2k's avatar
    parry2k
    8 years ago

    AnonymousUpdate cummulative total DAX as give below and that will do it, as Seward12533 suggested to use cross filter to both direction, it has performance hit but instead of setting up the relationship, you can use it in DAX formula basically you are using cross filter to both direction when required

     

    Cumulative = 
CALCULATE(
SUM('Table2'[Count]),
CROSSFILTER(Table1[Week of Year],Table2[Week No.], Both),
FILTER(ALL('Table2'),
'Table2'[Week No.]<=MAX('Table2'[Week No.]))
)
  • Seward12533's avatar
    Seward12533
    8 years ago

    Anonymous try this

    Cumulative = VAR Result = 
CALCULATE(
SUM('Table2'[Count]),
CROSSFILTER(Table1[Week of Year],Table2[Week No.], Both),
FILTER(ALL('Table2'),
'Table2'[Week No.]<=MAX('Table2'[Week No.]))
)
RETURN
IF(Result,Result,0)
Anonymous's avatar
Anonymous
Not applicable
8 years ago

Hi Both,

 

This is my desired result (lines in red), when sliced by category.

 

My Data (Table 1) looks like this, with the last column "Week No." is created in query editor:

 

And I have another table (Table 2) created to give me the following value (only the first column is from an excel sheet):

For cumulative column (note that I use excel to replicate these), I used the following measure:

Cumulative =
CALCULATE(
SUM('Table 2'[Count]),
FILTER(ALL('Table 2'),
'Table 2'[Week No.]<=MAX('Table 2'[Week No.]))
)

 

EDIT: I also tried adding a column for cumulative, which still yield the same visual results:

Cumulative =
CALCULATE(
SUM('Table 2'[Count]),
FILTER(ALL('Table 2'),
'Table 2'[Week No.]<=EARLIER('Table 2'[Week No.]))
)

 

Appreciate your help. Thanks.

 

Regards,
Nicholas

parry2k's avatar
parry2k
Super User
8 years ago

Hey Anonymous Can you share the data in excel sheet for the solution?

    • v-piga-msft's avatar
      v-piga-msft
      Resident Rockstar
      8 years ago

      Hi Anonymous,

       

      It seems that you want to have a visual filter with cumulative Sum?

       

      Could you share a screenshot of your visual filter setting?

       

      Actually, if you have a visual filter for cumulative sum, it will show the values match the filter condition.

       

      Best  Regards,

      Cherry

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        Hi v-piga-msft,

         

        I used a donut chart based on the category. So for example, when no category is applied, it shows this:

         

        When I choose a category, say for category A:

        Now obviously this looks fine since this constitutes most of the values, however the cumulative line is still not right, as it still shows the total, not total by category.

         

        This becomes ugly when I apply to Category C:

         

        My slicer looks like this:

        Hope my explanation is clear enough.

         

        Regards,

        Nicholas Hiew