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PTSS
Frequent Visitor

how to create formula for new amount column based on account

Site   Type    Period              Account       Amount
BD1   ANF    2022-09-15     Thujan          4
BD1   ANF    2022-09-16     Thujan          4
BD1   ANF    2022-09-15     Factor           0.3
BD1   ANF    2022-09-16     Factor           0.3
BD1   ANF    2022-09-15     Slippery        1.2
BD1   ANF    2022-09-16     Slippery        1.2

 

i want to create a new column with sum of values ​​by account,

 

I've tried this formula but it doesn't work

Amount THujan = CALCULATE([Amount], SS_Account="Thujan")

 

is there any other way?

2 ACCEPTED SOLUTIONS
MahyarTF
Memorable Member
Memorable Member

Hi,

you could use the below code for creating the column :

NewAmount = CALCULATE(sum(Sheet56[amount]), all(Sheet56), Sheet56[Account] = EARLIER(Sheet56[Account]))
MahyarTF_0-1669090824583.png

 

Appreciate your Kudos and please mark it as a solution if it helps you 

Mahyartf

View solution in original post

AbbasG
Memorable Member
Memorable Member

@PTSS I think you are missing "SUM" here. Hope it Help's

 

AbbasG_1-1669091373707.png

 

View solution in original post

3 REPLIES 3
FreemanZ
Super User
Super User

try to add a new column with the code below:

 AmountSum =
VAR CurrentAccount = TableName[Account]
RETURN
    CALCULATE(
        SUM(TableName[Amount]),
        TableName[Account] = CurrentAccount,
        ALL()
)
 
I tried and it worked like this:
FreemanZ_0-1669098105853.png

 

AbbasG
Memorable Member
Memorable Member

@PTSS I think you are missing "SUM" here. Hope it Help's

 

AbbasG_1-1669091373707.png

 

MahyarTF
Memorable Member
Memorable Member

Hi,

you could use the below code for creating the column :

NewAmount = CALCULATE(sum(Sheet56[amount]), all(Sheet56), Sheet56[Account] = EARLIER(Sheet56[Account]))
MahyarTF_0-1669090824583.png

 

Appreciate your Kudos and please mark it as a solution if it helps you 

Mahyartf

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