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pkhandav
Frequent Visitor

DAX for quarterly cumulative total

Hi,

I need to write dax to calculate cumulative total quarter wise, TOTALQTD function can work but as we are using live connection so time intelligence functions are not working. I have tried below DAX:

 

CumTotal =
CALCULATE(Sum(Table1[delta]),
ALL('Table1'),QUARTER(Table1[DATE])<=QUARTER(EARLIER(Table1[DATE]))
)
 
but it is giving below error:
EARLIER/EARLIEST refers to an earlier row context which doesn't exist.
 
Can you please help me to achieve expected result with Dax?
1 ACCEPTED SOLUTION
Icey
Community Support
Community Support

Hi @pkhandav ,

 

It is needed to use "FILTER" in you expression. Try this:

CumTotal =
CALCULATE (
    SUM ( Table1[delta] ),
    FILTER (
        ALL ( 'Table1' ),
        QUARTER ( Table1[DATE] ) <= QUARTER ( EARLIER ( Table1[DATE] ) )
    )
)

 

Or this:

CumTotal =
CALCULATE (
    SUM ( Table1[delta] ),
    FILTER (
        ALL ( 'Table1' ),
        QUARTER ( Table1[DATE] ) <= QUARTER ( MAX ( Table1[DATE] ) )
    )
)

 

 

Best Regards,

Icey

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

6 REPLIES 6
Icey
Community Support
Community Support

Hi @pkhandav ,

 

It is needed to use "FILTER" in you expression. Try this:

CumTotal =
CALCULATE (
    SUM ( Table1[delta] ),
    FILTER (
        ALL ( 'Table1' ),
        QUARTER ( Table1[DATE] ) <= QUARTER ( EARLIER ( Table1[DATE] ) )
    )
)

 

Or this:

CumTotal =
CALCULATE (
    SUM ( Table1[delta] ),
    FILTER (
        ALL ( 'Table1' ),
        QUARTER ( Table1[DATE] ) <= QUARTER ( MAX ( Table1[DATE] ) )
    )
)

 

 

Best Regards,

Icey

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

jairoaol
Responsive Resident
Responsive Resident

to use the Max function you should use variables or place it first within a Filter function

amitchandak
Super User IV
Super User IV

@pkhandav ,

Try max, But datesqtd should have worked

 

SumTotal =
CALCULATE(Sum(Table1[delta]),
ALL('Table1'),QUARTER(Table1[DATE])=QUARTER(max(Table1[DATE])) && (Table1[DATE])=(max(Table1[DATE]))
)

 

This is way for non std qtr

new columns 

Qtr Start Date = DATEADD(STARTOFYEAR('Date'[Date],"4/30"),QUOTIENT(DATEDIFF('Date'[Start Of Year], 'Date'[Date],MONTH),3)*3,MONTH)
Qtr Day = DATEDIFF('Date'[Qtr Start Date],'Date'[Date],Day)+1
Qtr Rank = RANKX(all('Date'),'Date'[Qtr Start date],,ASC,Dense)

 

measures 


This Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])))
Last Qtr = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1))

This QTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank]) && [Qtr Day] <=max([Qtr Day])))
Last QTD = CALCULATE(sum('order'[Qty]), FILTER(ALL('Date'),'Date'[Qtr Rank]=max('Date'[Qtr Rank])-1 && [Qtr Day] <=max([Qtr Day])))



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Hi @amitchandak ,

 

Thanks for the response!

 

I tried below DAX:

SumTotal =
CALCULATE(Sum(Table1[delta]),
ALL('Table1'),QUARTER(Table1[DATE])=QUARTER(max(Table1[DATE])) && (Table1[DATE])=(max(Table1[DATE]))
)

 

and came across below error:

A function 'MAX' has been used in a True/False expression that is used as a table filter expression. This is not allowed.

 

Can you please suggest.

jairoaol
Responsive Resident
Responsive Resident

when you work with time intelligence functions you must have a date table in the model.

also review the DatesQTD function https://docs.microsoft.com/en-us/dax/datesqtd-function-dax

Hi @jairoaol ,

 

Thanks for response!

We are using Live connection so Time intelligence functions are not supported.  We need to write DAX with basic functions in Power BI. DatesQTD function is not working.

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