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Helper I

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dax expert help me pls

calculated cumulative planned  column and calculated cumulative actual column, how can we get

category wise?

1 ACCEPTED SOLUTION
Super User

@ukantkumar do you want cummulative total by date for each category, your output doesn't represents that thou.

If you want it the order it is in, add index field using power query and then use following measure

```**bleep** Actual = CALCULATE( SUM( Table1[Actual] ), FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) ))

**bleep** Planned = CALCULATE( SUM( Table1[Planned] ), FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) ))```

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3 REPLIES 3
Super User

Hi,

Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table.  To your Table visual, drag Date from the Calendar Table and Category from the Data Table.  Write these measures

Planned Total = SUM(Data[Planned])

Actual Total = SUM(Data[Actual])

Cumulative planned = CALCULATE([Planned Total],DATESYTD(Calendar[Date],"31/12/")

Cumulative Actual = CALCULATE([Actual Total],DATESYTD(Calendar[Date],"31/12/")

Hope this helps.

Regards,
Ashish Mathur
http://www.ashishmathur.com
Super User

@ukantkumar do you want cummulative total by date for each category, your output doesn't represents that thou.

If you want it the order it is in, add index field using power query and then use following measure

```**bleep** Actual = CALCULATE( SUM( Table1[Actual] ), FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) ))

**bleep** Planned = CALCULATE( SUM( Table1[Planned] ), FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) ))```

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Helper I

thanks

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