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alvin_alpha Frequent Visitor
Frequent Visitor

Cumulative Sum, how to manage future periods

hey Folks,

I'm trying to get the cumulative sum - WTD per QTR and was able to get it using below formula:

 

<CSUM_QTY_IN = CALCULATE (SUM(Sheet1[VALUE]), FILTER(Sheet1, Sheet1[Index]<=EARLIER(Sheet1[Index])&&Sheet1[QTR]=EARLIER(Sheet1[QTR])))>

 

However, since its a cumulative sum per qtr, it seems to populate future weeks as below. Can y'all please help to advice how to deal with such scenarios? I just want my formula to populate till the current week but looks like it evaluating for the entire qtr.

 

Thanks,

 

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1 ACCEPTED SOLUTION

Accepted Solutions
Mariusz Senior Member
Senior Member

Re: Cumulative Sum, how to manage future periods

Hi @alvin_alpha 

You can use the below expresion, however you need to adjust it to your data model.

Sales Running Total = 
VAR mc = MAX('Calendar'[Date])
VAR mf = CALCULATE(MAX(Sales[OrderDateKey]), ALL(Sales)) >= mc
RETURN 
IF(
    mf,
    CALCULATE(
        [Sales],
        FILTER(
            ALL('Calendar'[Date]),
            'Calendar'[Date] <= mc
        )
    )
) 



Hope this helps
Mariusz

2 REPLIES 2
Mariusz Senior Member
Senior Member

Re: Cumulative Sum, how to manage future periods

Hi @alvin_alpha 

You can use the below expresion, however you need to adjust it to your data model.

Sales Running Total = 
VAR mc = MAX('Calendar'[Date])
VAR mf = CALCULATE(MAX(Sales[OrderDateKey]), ALL(Sales)) >= mc
RETURN 
IF(
    mf,
    CALCULATE(
        [Sales],
        FILTER(
            ALL('Calendar'[Date]),
            'Calendar'[Date] <= mc
        )
    )
) 



Hope this helps
Mariusz

alvin_alpha Frequent Visitor
Frequent Visitor

Re: Cumulative Sum, how to manage future periods

hi @Mariusz ,

thank you for the suggestion. I did miss to mention that my dates [QTR & WORKWEEK] are text fields due to a different WorkWeek definition we use. I did try out your formula but doesnt seem to work probably due to the date factor. let me play with it still.

thanks,