Cumulative sum of multiple groups

[Hyperchef1969]

Hi,

I am trying to calculate the cumulative sum per PERIOD_NAME and the sumulative sum per MFG_ORDER_NAME and PERIOD_NAME. Data I have is MFG_ORDER_NAME, PERIOD_NAME and TOTAL_COSTS_PER_JOB_IN_PERIOD. See table. The last column is the value I want to calculate if the cumulative costs per MFG_ORDER_NAME are calculated per period.

Can anyone advise which DAX formula(s) this can solve?

Thanks in advance.

[AnnaSA]

Hi @Hyperchef1969 

Hope you are doing well.

I am struggling with a similar problem. Just wanted to find out if you've maybe managed to solve it?

Kind regards

[v-danhe-msft]

Hi @Hyperchef1969,

Based on my test, you could refer to below steps:

Add index column for your data in query editor:

And create below calculated column:

Cumulative sum = CALCULATE(SUM(Table1[Value]),FILTER('Table1','Table1'[Index]<=EARLIER(Table1[Index])&&'Table1'[MFG_ORDER_NAME]=EARLIER(Table1[MFG_ORDER_NAME])))

Result:

You could also download the pbix file to have a view.

Regards,

Daniel He

[Hyperchef1969]

Hi,

Unfortunatel I  a working in DirectQuery mode, so insert an index is not supported within direct query.

However I managed to calculate the **bleep**.costs per MFG_ORDER_NAME by following calculation (Period_CHAR recalculated to a date field called PERIOD_MID_DATE)

CUM_COSTS = CALCULATE(SUM(XXBI_WIP_PERIOD_BALANCE_TOT_V[TOTAL_COSTS_PER_JOB_IN_PERIOD]),FILTER(ALLEXCEPT(XXBI_WIP_PERIOD_BALANCE_TOT_V,XXBI_WIP_PERIOD_BALANCE_TOT_V[MFG_ORDER_NAME]),XXBI_WIP_PERIOD_BALANCE_TOT_V[PERIOD_MID_DATE]<=MAX(XXBI_WIP_PERIOD_BALANCE_TOT_V[PERIOD_MID_DATE])))

Printscreen of solution:

Question is the following: When I visualize the total costs of PERIOD_NAME_CHAR, so MFG_ORDER_NAME is not included, the total does not match. Total for December 2018 should be 7789542 (export from Power BI to excel - second printscreen below) while total is represented in Power BI as 8321509. See first printscreen. Why is there a difference and how to solve this?

[Hyperchef1969]

Hi, can someone help please!!! Let me know if something is not clear.

Thanks in advance