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jessicarocha
Helper IV
Helper IV

Calculate Cumulative Total per group

I was able to calculate the cumulative total without a group, but when I need per group, it did not work. I tried a couple of formulas I found in the internet such as: 

 

 

 

 

 

Cumulative Total = 
     CALCULATE(
         SUM('Table1'[Revenue]),
         FILTER(
             ALL('Table1'),
             EARLIER('Table1'[Group]) = 'Table1'[Group] 
                 && 'Table1'[Index]
                 <=EARLIER('Table1'[Index] )
        )
     )

 

 

 

or:

 

 

**bleep** Sales column per filial = 
     CALCULATE(
         SUM('Table1'[Revenue]),
         FILTER(
             ALLEXCEPT('Table1', 'Table1'[Group]),
             'Table1'[Index]<=EARLIER('Table1'[Index] )
        )
     )

 

 

 

But obtained the wrong result...


In Power Query I sorted the table by Group and Revenue. Then I added an index per group. Now I would like to calculate the Cumulative Total but I don't know how. 
Currently my table looks like this (without the Cumulative Total):

Group Product Revenue Index Cumulative Total
1 Product1 25000 1 25000
1 Product2 14000 2 39000
1 Product3 14000 3 53000
1 Product4 11000 4 64000
2 Product5 13500 1 13500
2 Product2 9000 2 22500
2 Product6 7500 3 30000


The end goal is to calculate the ABC classification. Can you please help me?

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@jessicarocha , Try a new measure

 

CALCULATE(
SUM('Table1'[Revenue]),
FILTER(
allselected('Table1'),
'Table1'[Index]<=max('Table1'[Index] ) && 'Table1'[Group]=max('Table1'[Group] )
)
)

or a new column


CALCULATE(
SUM('Table1'[Revenue]),
FILTER(
('Table1'),
'Table1'[Index]<=EARLIER('Table1'[Index] ) && 'Table1'[Group]=EARLIER('Table1'[Group] )
)
)

View solution in original post

3 REPLIES 3
amitchandak
Super User
Super User

@jessicarocha , Try a new measure

 

CALCULATE(
SUM('Table1'[Revenue]),
FILTER(
allselected('Table1'),
'Table1'[Index]<=max('Table1'[Index] ) && 'Table1'[Group]=max('Table1'[Group] )
)
)

or a new column


CALCULATE(
SUM('Table1'[Revenue]),
FILTER(
('Table1'),
'Table1'[Index]<=EARLIER('Table1'[Index] ) && 'Table1'[Group]=EARLIER('Table1'[Group] )
)
)

HI @amitchandak ,

I did not realised that my Index column was being read as "text" format and not "number". That's why it was giving wrong results. Anyway, thanks for trying to help me out!

Hi @amitchandak . Thank you for the reply. 

I tried the formula for the column but I get the same value as with the formulas I wrote in my question...
I realised that I forgot to include the product in the table, could this be influencing the result?

as a measure it does not works for me because the dataset is big and the calculation becomes too slow...


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