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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

cumulative sum with before date filter

Hello,   I am having an issue that I can't seem to figur out.   I need a cumulative SUM but only since a certain date.   Calculated Column= CALCULATE(SUM(Column), ALL('Table'),'Table'[Date]<= ...
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  • Jihwan_Kim's avatar
    Jihwan_Kim
    5 years ago

    Hi, Anonymous 

    Thank you for your feedback.

    In my opinion, Calculated Column and Calculated Measure works slightly differently.

    I don't think we can use the same DAX for column creation and for visualization creation.

     

    The below is for the table visualization.

     

    Calculated Measure =
    IF( MAX('Table'[Date]) >= DATE(2021,1,1), BLANK(),
    CALCULATE( SUM('Table'[Cost]), FILTER( ALL('Table'), 'Table'[Date] <= MAX( 'Table'[Date]))))

     

     

     

    Did I answer your question? Mark my post as a solution!

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Jihwan_Kim's avatar
Jihwan_Kim
Super User
5 years ago

Hi, Anonymous 

Thank you for your information.

Is it continuously giving the same number after 2021.1.1 ? 

If it is OK with you, please kindly share the sample data, then I can try to see whether I can write a measure.

Thank you very much.

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Yes, it gives the same value after 2021,1,1

 

I am unable, for some reason, to input here a proper table, so I have to do it like this:

Date                        Cost       Cumulative value 2021

 

2020/01/01            1000€        1000€

2020/02/02            1000€         2000€

2021/01/01            2000€

 

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Super User
    5 years ago

    Hi, Anonymous 

    I created the sample data, and please check the below picture.

     

     

    Please kindly check if this is similar to what you are looking for.

     

    Calculated Column = IF( 'Table'[Date]>=DATE(2021,1,1), BLANK(), CALCULATE(SUM('Table'[Cost]), FILTER(ALL('Table'), 'Table'[Date]<=EARLIER('Table'[Date]))))
     
     
    Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      Thank you!
      That does work for the calculated column 🙂

       

      But if I do a table chart, i am unable to get it right.

      If I have month and year (or just month) on the first column, I get a lot of repeated values.

      Like a bunch of "February" with the same cost. 

      Do you know why this happens? 

      • Jihwan_Kim's avatar
        Jihwan_Kim
        Super User
        5 years ago

        Hi, Anonymous 

        Thank you for your feedback.

        In my opinion, Calculated Column and Calculated Measure works slightly differently.

        I don't think we can use the same DAX for column creation and for visualization creation.

         

        The below is for the table visualization.

         

        Calculated Measure =
        IF( MAX('Table'[Date]) >= DATE(2021,1,1), BLANK(),
        CALCULATE( SUM('Table'[Cost]), FILTER( ALL('Table'), 'Table'[Date] <= MAX( 'Table'[Date]))))

         

         

         

        Did I answer your question? Mark my post as a solution!

        Appreciate your Kudos!!