Cumulative total ignoring certain table columns

[koenmilt]

I have the following situation:

I have a report in which i show the following:

Employee

Cost_center

Function

Year_Week

Hours Spend

Cumulative Hours spend

The cumulative Hours spend looks like the following:

Cumulative Hours spend =
CALCULATE (
sum('OVERUREN_WEEK'[Hours Spend]);
FILTER (
ALL ('OVERUREN_WEEK'[Year_Week]);
'OVERUREN_WEEK'[Year_Week] <= MAX ( 'OVERUREN_WEEK'[Year_Week )
)
)

The problem i'm having is that the cumulative measure resets when an Employee transfers to a different function or cost center.

So for example:

Employee  - cost center - function - year_week - hours spend - cumulative

Henk   -  2500                - Developer - 201701   - 3                   - 3

Henk   -  2500                - Developer - 201702   - 1                   - 4

Henk   -  4000                - Developer - 201703   - 2                   - 2

The cumulative restarts when the employee switches to a different Cost_center in week 201703.

The only way I was able to resolve was by removing Cost_Center and Funciton from the grid, But I dont want to do that.

Any help would be greatly appreciated!

[v-yulgu-msft]

Hi @koenmilt,

Please create several calculated column in source table using below formulas:

Previous Const_center =
LOOKUPVALUE (
    OVERUREN_WEEK[Cost_center],
    OVERUREN_WEEK[Employee], OVERUREN_WEEK[Employee],
    OVERUREN_WEEK[Year_Week], OVERUREN_WEEK[Year_Week] - 1
)

Previous Function =
LOOKUPVALUE (
    OVERUREN_WEEK[Function],
    OVERUREN_WEEK[Employee], OVERUREN_WEEK[Employee],
    OVERUREN_WEEK[Year_Week], OVERUREN_WEEK[Year_Week] - 1
)

Is Change =
IF (
    OVERUREN_WEEK[Cost_center] = OVERUREN_WEEK[Previous Const_center]
        && OVERUREN_WEEK[Function] = OVERUREN_WEEK[Previous Function],
    0,
    1
)

Change times =
CALCULATE (
    SUM ( OVERUREN_WEEK[Is Change] ),
    FILTER (
        ALLEXCEPT ( OVERUREN_WEEK, OVERUREN_WEEK[Employee] ),
        OVERUREN_WEEK[Year_Week] <= EARLIER ( OVERUREN_WEEK[Year_Week] )
    )
)

Then, create a measure to return Cumulative total.

Cumulative Hours spend =
CALCULATE (
    SUM ( OVERUREN_WEEK[Hours Spend] ),
    FILTER (
        ALLEXCEPT ( OVERUREN_WEEK, OVERUREN_WEEK[Employee] ),
        OVERUREN_WEEK[Change times] = MAX ( OVERUREN_WEEK[Change times] )
            && OVERUREN_WEEK[Year_Week] <= MAX ( OVERUREN_WEEK[Year_Week] )
    )
)

Best regards,
Yuliana Gu

[koenmilt]

Hi Yuliana,

First of all, thanks for the reply!

I have tried creating the measures you suggested. But i'm having trouble creating the first one.

It says "a single value for column "EMPLOYEE" in table "OVERUREN_WEEK" cannot be determined.  This can happen when a measure formula refers to a column that contains many values without specifying aggregation such as min, sum..."

Also, in your final example (the picture) it does not seem to work, The cumulative total for Henk in Year_week 201704 is reset because he switched cost_center there.

[v-yulgu-msft]

Hi @koenmilt,

From the highlighted rows, we can see that the cumulative total for Henk in Year_week 201704 is reset, comparing with Year_week 201703.

For the error message, do you have multiple records for one employee under the same week?

Regards,
Yuliana Gu

[koenmilt]

Hi @v-yulgu-msft,

I'm sorry, I probably did not explain well enough. 

Indeed, it is reset. I am looking for a way in which the cumulative will NOT be reset in week 201704, even though the employee has a different cost center in that week.

The DAX which I described in my original post has the same behaviour as the one you suggest in your post.

[v-yulgu-msft]

Hi @koenmilt,

Based on the sample in my above post, what is your desired result? Could you illustrate your requirement with examples? If possible, please post an image.

Regards,
Yuliana Gu

[koenmilt]

Hi @v-yulgu-msft,

I'm having trouble uploading an image. 

The result I want is the following:

Employee  - cost center - function      - year_week - hours spend - cumulative

Henk         -  2500          - Developer   - 201701      - 3                   - 3

Henk         -  2500          - Developer   - 201702      - 1                   - 4

Henk         -  4000          - Developer   - 201703      - 2                   - 6

Henk         -  4000          - Consultant  - 201704      - 3                   - 9

Jan            -  3000          - Manager     - 201701      - 1                   - 1

Jan            -  3000          - Manager     - 201702      - 2                   - 3

Thus, the cumulative only breaks by employee. As I showed in the previous post, currently the cumulative also breaks by Cost_center and function, wich means the cumulative resets when Henk switches to a different cost center in week 201703.

[v-yulgu-msft · Accepted solution]

Hi @koenmilt,

You could try  this:

Cumulative Hours spend =
CALCULATE (
    SUM ( 'OVERUREN_WEEK'[Hours Spend] ),
    FILTER (
        ALLEXCEPT ( 'OVERUREN_WEEK', OVERUREN_WEEK[Employee] ),
        OVERUREN_WEEK[Year_Week] <= MAX ( OVERUREN_WEEK[Year_Week] )
    )
)

Best regards,

Yuliana Gu

[koenmilt]

Yes! This works!

Thanks for helping me out.