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Hi all,
Looking for a bit of help on how to achieve this. I have a data table of clients with two separate amounts showing sales and waste per quarter as shown here:
Client Name | Quarter | Sold | Waste |
Group ABC | Q1 | 10 | 2 |
Group ABC | Q2 | 15 | 3 |
Group ABC | Q3 | 5 | 1 |
Group ABC | Q4 | 8 | 4 |
I would like to amend the table so that it shows the cumlative number for each quarter (so Q2 = Q2 + Q1, Q3 = Q3 + Q2 + Q1 etc.) like this:
Client Name | Quarter | Sold | Waste |
Group ABC | Q1 | 10 | 2 |
Group ABC | Q2 | 25 | 5 |
Group ABC | Q3 | 30 | 6 |
Group ABC | Q4 | 38 | 10 |
Ideally I would like this to be done in the dataset itself rather than using measures etc. due to the way the rest of the report is formatted. Can anyone advise what steps I'd need to take to achieve this?
Solved! Go to Solution.
you can modify the DAX
sold2 = sumx(FILTER('Table','Table'[Client Name]=earlier('Table'[Client Name])&&'Table'[Quarter]<=EARLIER('Table'[Quarter])),'Table'[Sold])
Proud to be a Super User!
is this what you want?
sold2 = sumx(FILTER('Table','Table'[Quarter]<=EARLIER('Table'[Quarter])),'Table'[Sold])
waste2 = sumx(FILTER('Table','Table'[Quarter]<=EARLIER('Table'[Quarter])),'Table'[Waste])
Proud to be a Super User!
Hi @ryan_mayu
That's almost what I want but that is summing everything in the table and there are numerous different groups. Is there a way I can make it sum by each particular group?
you can modify the DAX
sold2 = sumx(FILTER('Table','Table'[Client Name]=earlier('Table'[Client Name])&&'Table'[Quarter]<=EARLIER('Table'[Quarter])),'Table'[Sold])
Proud to be a Super User!
you are welcome
Proud to be a Super User!
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