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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,
Solved! Go to Solution.
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
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,
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
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