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Christian_DC Frequent Visitor
Frequent Visitor

Cumulative % using Index not dates in DAX without measures

Hello Everybody,

 

Thanks for taking the time to read my question.

 

I am trying to assign a cumulative % to each row of customer data based on descending values, so that I can then add another column to label each customer 'high value' (top 80% by value), 'medium value' (next 15%) or 'low value' (final 5%).  I have tried to create this using DAX as follows:

 

Running_%

 

(In case the above picture hasn't come through properly, the column formula looks like this:)

 

Running % =
CALCULATE (
SUM ( 'Customer level'[Value %] ),
FILTER (
ALL ( 'Customer level'[Index.1] ,
'Customer level'[Index.1] <= MAX ( 'Customer level'[Index.1] )
)
)
)

 

I have added an Index column to give a rank but the above formula does not work.

 

Please help!

 

🙂

1 ACCEPTED SOLUTION

Accepted Solutions
Christian_DC Frequent Visitor
Frequent Visitor

Re: Cumulative % using Index not dates in DAX without measures

Thanks Tom.

 

I actually just got it to work by modifying my original column formula to, i.e. using 'EARLIER' instead of 'MAX' :

 

Running % =
CALCULATE (
    SUM ( 'Customer level'[Value %] ),
    ALL ( 'Customer level' ),
    'Customer level'[Index.1] <= EARLIER ( 'Customer level'[Index.1] )
)

 

Incidentally, I have subsequently tried your method but haven't quite got it to work, but I won't trouble you further.

 

Many thanks for your quick reply!

 

Christian

View solution in original post

3 REPLIES 3
Highlighted

Re: Cumulative % using Index not dates in DAX without measures

Hey,

 

I think if you rewrite your calculated column in this way, it should work

Running % =
var currentIndex =  'Customer level'[Index.1]
return
CALCULATE (
SUM ( 'Customer level'[Value %] ),
FILTER (
  ALLEXCEPT('Customer level', 'Customer    level'[nameofyourcustomercolumn]) ,
'Customer level'[Index.1] <= currentIndex 
)
)

Hope this helps, if not please provide some sample data.

 

Regards

Hamburg - Germany
If I answer your question, please mark my post as solution, this will also help others.
I accept Kudos :-), If you find my post helpful.

Proud to be a Datanaut!
Christian_DC Frequent Visitor
Frequent Visitor

Re: Cumulative % using Index not dates in DAX without measures

Thanks Tom.

 

I actually just got it to work by modifying my original column formula to, i.e. using 'EARLIER' instead of 'MAX' :

 

Running % =
CALCULATE (
    SUM ( 'Customer level'[Value %] ),
    ALL ( 'Customer level' ),
    'Customer level'[Index.1] <= EARLIER ( 'Customer level'[Index.1] )
)

 

Incidentally, I have subsequently tried your method but haven't quite got it to work, but I won't trouble you further.

 

Many thanks for your quick reply!

 

Christian

View solution in original post

Re: Cumulative % using Index not dates in DAX without measures

Hey,

 

great you figured it out, but I would be a little hesitant to use

FILTER(ALL('table'), ...)

in my little sample data this leads to this result

 

Edited just realized that the column "Using Earlier" should be named "Using ALL(table)"

using all table.png

But maybe I was wrong in understanding your question not to create a cumulative sum for each customer separately.

 

Regards

Hamburg - Germany
If I answer your question, please mark my post as solution, this will also help others.
I accept Kudos :-), If you find my post helpful.

Proud to be a Datanaut!

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