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myou
Helper II
Helper II

Convert Excel Formula to DAX

Hello,

 

I have this table in Excel It contains

1. Date

2. Col1 is a fixed column

3. Col3 is a fixed column

I want to compute Col2 and Col4

 

Cap1.PNG

Starting with Col2

1. Col2 Starts with same value in B2 (because nothing is in previous values)

2. Then in Month 2 , C3 = B3+C2 - D3 = 4

I know how to access previous value in DAX, but wont help much

 

 

CALCULATE(
sum(Table[Col1]),
PREVIOUSMONTH(Table[Date]),
)

 

 

Issue Persists in the steps below( in Month3) , now I want to use values that were computed in step above

 

Cap2.PNG

How can I do it in DAX for the highlighted cells ?

 

 

 

 

1 ACCEPTED SOLUTION
v-shex-msft
Community Support
Community Support

Hi @myou,

It seems like a simple rolling total of [B] -[D] fields with condition that less than or equal to the current row. You can create calculated columns with below formulas to achieve your requirement:

C =
SUMX (
    FILTER ( 'Table', [Date] <= EARLIER ( 'Table'[Date] ) ),
    [B] - [D]
)

E = Table[C]-Table[D]

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.

View solution in original post

4 REPLIES 4
v-shex-msft
Community Support
Community Support

Hi @myou,

It seems like a simple rolling total of [B] -[D] fields with condition that less than or equal to the current row. You can create calculated columns with below formulas to achieve your requirement:

C =
SUMX (
    FILTER ( 'Table', [Date] <= EARLIER ( 'Table'[Date] ) ),
    [B] - [D]
)

E = Table[C]-Table[D]

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.
amitchandak
Super User
Super User

@myou , prefer to use a date calendar and take month from that

 

Cumm =
CALCULATE(SUM(Table[B]),filter(date,date[date] <=max(Table[Date]))) // Or the first value of B
+ CALCULATE(SUM(Table[C]),filter(date,date[date] <=max(Table[Date])))
-CALCULATE(SUM(Table[D]),filter(date,date[date] <=max(Table[Date])))

 

All are cumulative totals. The one from B can the first value 

@amitchandak 

Why Table[C] is repeated twice ?

 

@myou , updated the post. It needs be column D

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