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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Running Sum on If statement in Power BI Table

Hello. I have a measure that is using an if statement for the result by month. I need a running sum of that monthly column

MonthlyCommEarnedCalc =
IF( [% Month Target] >1.0,
[Monthly Comm],
[MonthlyCommCalc]
)
I have tried several different ways to create the running sum and cant get it to work. Any help would be appreciated.
The calculation below is giving me the same value as the original measure.
RunSum Month Comm Earned =
CALCULATE(
[MonthlyCommEarnedCalc],
FILTER(
ALLSELECTED(Transactions[Fiscal Month]),
MIN(Transactions[Fiscal Month start Date]) <= MAX(Transactions[Fiscal Month End Date])

 

))
  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi Anonymous 

    First, create the month column in numeric form.

    To calculate the running total for another measure then just add that measure code ( if block ) into your running total code.

    example code :

    Monthly Comm running sum = 
    VAR month = MAX(Transactions[Fiscal Month])
    VAR result =  CALCULATE(  
                             [MonthlyCommEarnedCalc],// OR Put if condtion measure code here
                             Transactions[Fiscal Month] <= month,
                             ALLSELECTED(Transactions)
                             )
     
    Return result

     
    check this tutorial :
    https://www.youtube.com/watch?v=4gf3eueRD_g


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

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.






     

     

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous 

    First, create the month column in numeric form.

    To calculate the running total for another measure then just add that measure code ( if block ) into your running total code.

    example code :

    Monthly Comm running sum = 
    VAR month = MAX(Transactions[Fiscal Month])
    VAR result =  CALCULATE(  
                             [MonthlyCommEarnedCalc],// OR Put if condtion measure code here
                             Transactions[Fiscal Month] <= month,
                             ALLSELECTED(Transactions)
                             )
     
    Return result

     
    check this tutorial :
    https://www.youtube.com/watch?v=4gf3eueRD_g


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

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.






     

     

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    Anonymous This looks like a measure aggregation problem. See my blog article about that here: https://community.powerbi.com/t5/Community-Blog/Design-Pattern-Groups-and-Super-Groups/ba-p/138149

    The pattern is:
    MinScoreMeasure = MINX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
    MaxScoreMeasure = MAXX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
    SumScoreMeasure = SUMX ( SUMMARIZE ( Table, Table[Group] , "Measure",[YourMeasure] ), [Measure])
    etc.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Thanks. Im new to Dax and im not sure exactly how to proceed. 

    • Greg_Deckler's avatar
      Greg_Deckler
      Community Champion

      Anonymous What happens if you change your ALLSELECTED to ALL?