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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.

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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.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos!! !!
Dashboard of My Blogs !! Connect on Linkedin

Learn Power BI Beginners !! Advance Power BI Concepts !! Power BI For Tableau User !! Learn Power BI in Hindi !!
Proud to be a Super User!

View solution in original post

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

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