cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
AnetaK
Resolver I
Resolver I

Running Total (based on projects)

Hello,

I need help in creating a Running Total measure, but what is important - it should be based on projects, not dates.
Usually, Running Total is created by date, we start in January and increase e.g. the sum of sales with each month.

Now I have to create this sum, but based on the size of the project (% share of costs in the total).
First we take the largest project, then add a smaller and smaller one to it...
The table has to show the 10 largest projects.

The table is also to be filtered by various filters, such as the date, so the project position cannot be set hard.
If, for example, each project was permanently assigned a rank (in PQ or a calculated column in DAX), then the filter will not work on this rank.
The largest project in January may already be finalized in February and may not appear in the data from February at all.
Therefore, everything has to be dynamic.

Below is a table showing how it should look like.
Anyone have any idea how to come to this?

(P.S. Cost and Cost% are DAX measures).

 

AnetaK_0-1612261573865.png

 

 

1 ACCEPTED SOLUTION
AnetaK
Resolver I
Resolver I

I've found a sulution (article i Polish).

It was so simple... <facepalm>

 

Cumulative Total =
VAR total_sales = [Total Sales]
RETURN
    IF (
        NOT ( ISBLANK ( total_sales ) ),
        CALCULATE (
            [Total Sales],
            FILTER ( ALLSELECTED ( Sales[Product] )total_sales <= [Total Sales] )
        )
    )

 

https://cwiok.pl/index.php/pl/2019/06/02/skumulowana-suma-po-produktach-w-daxie/

View solution in original post

5 REPLIES 5
AnetaK
Resolver I
Resolver I

I've found a sulution (article i Polish).

It was so simple... <facepalm>

 

Cumulative Total =
VAR total_sales = [Total Sales]
RETURN
    IF (
        NOT ( ISBLANK ( total_sales ) ),
        CALCULATE (
            [Total Sales],
            FILTER ( ALLSELECTED ( Sales[Product] )total_sales <= [Total Sales] )
        )
    )

 

https://cwiok.pl/index.php/pl/2019/06/02/skumulowana-suma-po-produktach-w-daxie/

View solution in original post

@AnetaK , Thanks for posting the solution. Kudos to you.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin

Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!
AnetaK
Resolver I
Resolver I

@amitchandak What do you mean by "Table[project] <= max(Table[project]" ?

Table[project] is a name of the project and it's dummy data.

 

@AnetaK , I was trying to build cumulative based on displayed data.

Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin

Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!
amitchandak
Super User
Super User

@AnetaK , create a measure like

 

divide(calculate( sum(Table[cost]), filter(allselected(Table), Table[project] <= max(Table[project]))) ,calculate( sum(Table[cost]), allselected(Table)))

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin

Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!

Helpful resources

Announcements
Power BI October Update 2021.jpg

Power BI Release

Click here to read more about the October 2021 Release!

Microsoft Ignite 768x460.png

Find your focus

Explore the latest tools,training sessions,technical expertise, networking and more.

Power BI Womens Summit 2021 768 x460.jpg

Interviews, learning sessions, allies, and more!

#PowerBIWomenSummit

Teds Dev Camp Oct. 2021 768x460.jpg

Power BI Dev Camp - October 28th, 2021

Mark your calendars and join us for our next Power BI Dev Camp!

Top Solution Authors