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ironryan77
Advocate II
Advocate II

How do I create a cumulative sum over multiple columns?

I have a table in Power BI desktop that I'm trying to create a cumulative sum on. This is the SQL to create this table:

create table #sample
(
DOS_Month               varchar(6)
,CRD_Month              varchar(6)
,Credit_Received_Date   date
,DaysElapsed            varchar(20)
,Last_Mo_Collections    decimal(13,0)
)
insert #sample values('201707','201708','8/2/2017','01',11470)
insert #sample values('201707','201708','8/3/2017','01',2821)
insert #sample values('201707','201708','8/4/2017','01',1361)
insert #sample values('201707','201708','8/7/2017','01',9040)
insert #sample values('201707','201708','8/3/2017','02',2397)
insert #sample values('201707','201708','8/4/2017','02',5101)
insert #sample values('201707','201708','8/7/2017','02',2256)
insert #sample values('201707','',NULL,'Complete Month',1041764)

After adding the cumulative sum column, this table should look like this:

 

DOS_Month   CRD_Month   Credit_Received_Date    DaysElapsed Last_Mo_Collections Cumulative
$201,707    201708  8/2/2017    1   $11,470 $11,470
$201,707    201708  8/3/2017    1   $2,821  $14,291
$201,707    201708  8/4/2017    1   $1,361  $15,652
$201,707    201708  8/7/2017    1   $9,040  $24,692
$201,707    201708  8/3/2017    2   $2,397  $27,089
$201,707    201708  8/4/2017    2   $5,101  $32,190
$201,707    201708  8/7/2017    2   $2,256  $34,446
$201,707            Complete Month  $1,041,764  $1,076,210

How can I do this using DAX or Quick Measures? Also, I can't use the time functions in order to sum these either since DOS_Month and CRD_Month aren't time datatypes.

 

1 ACCEPTED SOLUTION
v-yuezhe-msft
Employee
Employee

@ironryan77


After importing the SQL table to Power BI Desktop, add an index column to the table in Query Editor.
1.JPG

 

Then create the Cumulative measure using the DAX below.

Cumulative = CALCULATE(SUM('sample'[Last_Mo_Collections]),FILTER(ALL('sample'),'sample'[Index]<=MAX('sample'[Index])))
2.JPG


Regards,                                                                                                                                                                                                                                           

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yuezhe-msft
Employee
Employee

@ironryan77


After importing the SQL table to Power BI Desktop, add an index column to the table in Query Editor.
1.JPG

 

Then create the Cumulative measure using the DAX below.

Cumulative = CALCULATE(SUM('sample'[Last_Mo_Collections]),FILTER(ALL('sample'),'sample'[Index]<=MAX('sample'[Index])))
2.JPG


Regards,                                                                                                                                                                                                                                           

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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