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AM_VRSResearch
Frequent Visitor

Cumulative Sum over multiple columns

I am trying to make a cumulative sum column that calculates the cumulative sum based off of an employees name, and the year.  So Alice and Bob may have values for 2020 and 2021 that I would like to calculate seperately.  Right now my formula is

 

TotalByMonth running total in Period|Year|Director = 
CALCULATE(
	SUM('Table'[TotalByMonth]),
	FILTER(
		ALLSELECTED('Table'[Year|Employee], 'Table'[Employee], 'Table'[Year]),
		ISONORAFTER('Table'[Year|Director], MAX('Table'[Year|Employee]), DESC)
	)
)

 But the issue I am having is that slicers do not seem to impact the year, only the Employee name.

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@AM_VRSResearch , Based on what I got

Try like

CALCULATE(
SUM('Table'[TotalByMonth]),
FILTER(
ALLSELECTED('Table'[Year|Employee], 'Table'[Employee], 'Table'[Year]),
ISONORAFTER('Table'[Year|Director], MAX('Table'[Year|Employee]), DESC) && 'Table'[Employee] =max('Table'[Employee])
)
)

 

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

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@AM_VRSResearch , Based on what I got

Try like

CALCULATE(
SUM('Table'[TotalByMonth]),
FILTER(
ALLSELECTED('Table'[Year|Employee], 'Table'[Employee], 'Table'[Year]),
ISONORAFTER('Table'[Year|Director], MAX('Table'[Year|Employee]), DESC) && 'Table'[Employee] =max('Table'[Employee])
)
)

 

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

This was the answer I was looking for. Thank you.

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