cumulative totals
13 TopicsCumulative Totals not dynamic
Hello, Having difficulty making my cumulative total dynamic. In other words, my filters which are based on various categories in my data model are not working. These filters are working fine for my regular (not cumulative) totals. Below is the syntax: Cumulative Volumes = Calculate([Actual Volume], FILTER( ALLSELECTED('Flux Capacitor'), 'Flux Capacitor'[Date] <= MAX('Flux Capacitor'[Date] ) ) ) How can I ammend this syntax to get the cumulative totals to respond to my filters. Thank you!1.1KViews0likes6CommentsDAX Cumulative Total incremented by this total
Hi, Has anyone a idea how to solve this situation in DAX. In Excel it is quite easy becasue you can always refer to a specific cell. I need to increment the A Value by B Value, and if A is Blank the A increment should happen by the previous result of the calculation. Thank You in advance!715Views0likes3CommentsAcummulated tickets along time - Show acummulated after today - Cumulative Totals
Hi guys, I need your help... I'm trying to show the accumulated open tickets along the months, but on visuals they extend until december. I would like to see until the current month, I have try almost everything, but not worked, even the ChatGPT could give me a good answer. You are my last hope. I use this measure: CALCULATE ( CALCULATE ( COUNTROWS ( f_Suporte ), FILTER ( ALL ( f_Suporte[##Related Status_Cliente] ), f_Suporte[##Related Status_Cliente] = "Ativo" ), FILTER ( ALL ( f_Suporte[##StatusTicket] ), f_Suporte[##StatusTicket] = "ABERTO" ) ), FILTER ( ALL ( Date_Table_TR[Date] ), Date_Table_TR[Date] <= MAX ( Date_Table_TR[Date] ) ) )Solved834Views0likes2CommentsCumulative Sum by month per Product
Hi PowerBI Community I looking to calculate running total by Month, Product and category. Basically i have rows of data - each row represents the volume sold to PRODUCT per day, please note the table don't have date only month, so i created a dummy date as 1/1/2020 for Jan, 1/2/2020 for Feb and 1/4/2020 for Apr likewise. Data model has relationship between Sales Table date and Date Table date. I'm looking for Cumulative sum of volume by adding month over month per PRODUCT per category (drill down). My datasets and the output diagram as shown in the diagram. 1st table is datasets and the second one is the expected outcome. I tried all different DAX combinations with Calculate>>Filter>>ALL Calculate>>Filter>>ALL Selected i.e. RT = CALCULATE([Volumes], FILTER( ALL(DateTbl[Date]), sales[Date] <= MAX(sales[Date]))) Also tried RT = CALCULATE([Volumes], FILTER( ALLSELECTED(DateTbl[Date]), sales[Date] <= MAX(sales[Date]))) No success, any idea on how to complete this process or fixbale solution Thank you so much for all your help!Solved17KViews0likes8CommentsHelp with Cumulative Total from Clients Balance Table
This is a clients balance table I want the Column that says [Cumulative Saldo Final] to output in the table: $175,948.8 $189,462.8 $203,517.36 $27,568.56 $66,418.72 and so on So basically the column [Cargo] should add to the cumulative column, and the [Abono] column should subtract from the cumulative column. Thank you very much, I've been struggling with thisSolved667Views0likes2CommentsCumulative total by store and date
I've been searching and can't seem to get this to work.. Fairly new to Power BI and DAX. I have a table: I need to create cumulative totals for the pallets by store and date. I have tried: Running_Total_Pallets_Built = CALCULATE( SUM('Pallets Built'[PALLETS]), FILTER( ALLEXCEPT('Pallets Built','Pallets Built'[STORENUMBER]) ,'Pallets Built'[STAGEDDATE] <= MAX('Pallets Built'[STAGEDDATE]) ) ) but the result returns the total number all pallets built for that day for all stores: My running total for store 12 should show: Jan 4 - 2 Jan 5 - 4 Jan 6 - 5 Jan 7 - 6 Jan 8 - 7 There should be the same for the next store as well: Store 13 should be: Jan 4 - 2 Jan 5 - 4 Jan 6 - 5 Jan 7 - 6 And so on.... I've applied the following filters, which should be available when I publish as well: Appreciate any help to get the last piece of the puzzle solved for this one.Solved617Views0likes2CommentsRunning total with actual and forecast based on a adjustable what if-parameter
Hi all, Apologies beforehand if this question has been answered earlier. I have a dataset of cleared checklists (CLs) spanning from 2015 until now, and I want to display the actual RT and the actual + forecast RT. The latter is based on a series generated though the what if parameter, where I can adjust the number of CLs to see at what date the total number of CLs will be reached (around 50'000). The RT for just the actuals works fine, the problem arises when I try to combine it with the forecast RT thus I guess the problem lies with var = RT_Forecast. Also, I don't want the RT to reset per year/month/week, yet I want to display the data per week. Moreover, the "Checklists per week" gets multiplied by 7 in the RT_forecast column, which I assume is due to the weekly aggregativ, though I didn't have this issue in an earlier try where I narroved the dataset to only weeks in 2021. Below are the calculations I've used so far, any help for coding or structure would be much appreciated! Checklists per week = GENERATESERIES(0, 200, 1) Checklists per week Value = SELECTEDVALUE('Checklists per week'[Checklists per week]) Forecast checklists per week = var LastDateWithCL = CALCULATE(max('Checklists Actual'[Actual Date]),REMOVEFILTERS()) return if(and(count('Checklists Actual'[Actual Date])=blank(), max('Calendar 1'[Date])>LastDateWithCL), 'Checklists per week'[Checklists per week Value],counta('Checklists Actual'[Actual Date])) RT_Actual = var MaxDate = MAX('Calendar 1'[Date]) var RT_Actual = CALCULATE( COUNTA('Checklists Actual'[Actual Date]), FILTER( ALLSELECTED('Calendar 1'), 'Calendar 1'[Date]<=MaxDate)) return RT_Actual RT_Forecast = var MaxDate = max('Calendar 1'[Date]) var TodayDate = TODAY() var RT_Actual = CALCULATE( COUNTA('Checklists Actual'[Actual Date]), FILTER( ALLSELECTED('Calendar 1'), 'Calendar 1'[Date]<=MaxDate)) var RT_Forecast = CALCULATE( SUMX(FILTER(ALLSELECTED('Calendar 1'[Date]),'Calendar 1'[Date]<=MaxDate),'Checklists per week'[Checklists per week Value])) return if(MaxDate<TodayDate,RT_Actual,RT_Forecast) Best regards, Marte688Views0likes0CommentsProblem with Cumulative Sales
Hello everyone. Running into troubles with cumulative sales. Have created a measure that shows ranked $ sales by part number (Top 5, 10, 25, 50, all). The result correctly shows the sales for the time period selected. The DAX below is the formula which controls the ranked detail and this works fine. Material-Description Sales Ranking = VAR RankingDimesion=Values(Sales[Material]) Var RankingSelect = [Ranking Select PN] Return CALCULATE([Total Sales], Filter( RankingDimesion, RankX(all(Sales[Material], Sales[Description]) ,[Total Sales], ,desc )<= RankingSelect)) To accompany the detail, a graph has been created showing cumulative sales for the ranking selected. This is done through the following DAX: This part also works correctly. Material YTD Overview = VAR lastsaledate = maxx(all(Sales[Calendar day]), Sales[Calendar day]) VAR ytdsales = TOTAlYTD([Material-Description Sales Ranking], Dates[Date]) Return if(min(Dates[Date])<=lastsaledate,ytdsales,blank() ) Along with YTD the graph includes previous year-to-date for the ranked part numbers. This is where problem has started. I have tried several approaches using sameperiodlastyear, etc. and have been unable to get the PYTD information to be correctly displayed. Created a DAX to show the start/end date of the YTD sales information so that DATESBETWEEN can be used. But can't get this to work either. Working on a sample PBIX but in the meantime does anyone have any thoughts? Thanks, M_WEX618Views0likes2CommentsCumulative Frequency curve adjusted x axis
I'm currently trying to build a pareto chart from a list of dates and I've populated the following table: Total Number Rank Cumulative Total Total Incidents % Month/Year 25450 1 25450 63275 40.22 Oct 2020 17602 2 43052 63275 68.04 Apr 2020 7576 3 50628 63275 80.01 Sep 2020 4518 4 55146 63275 87.15 May 2020 3263 5 58409 63275 92.31 Mar 2020 2920 6 61329 63275 96.92 Aug 2020 763 7 62092 63275 98.13 Nov 2020 699 8 62791 63275 99.24 Jul 2020 484 9 63275 63275 100 Jun 2020 My rank is built from the month/year column: Rank = IF( ISBLANK('Sheet1'[Total Number]) || NOT HASONEVALUE('Sheet1'[Month/Year]), BLANK(), RANKX(ALL('Sheet1'[Month/Year]), ([Total Number]))) However I keep ending up with this: Where i'd like to have the same cumulative frequency line but the Dates in order as when I change it I end up with: Is there a way to fix this pareto chart with the correct x-axis? https://www.dropbox.com/s/c3hfci8jabydxv1/Pareto.pbix?dl=0Solved2.2KViews0likes5CommentsCalculate cashflow by including previous months balance
Hello, I'm trying to calculate a cashflow forecast by looking at the current months ending balance + income - expense. I then need to take that value and use it as the next months ending balance. In the attached excel file you can see how this formula executes - however, i'm struggling with setting that up in PowerBI. Here is the logic: Any suggestions? Thanks2.8KViews0likes10Comments