Direct query > sum of sale, after customer buys promotion product

[Thorgi]

Hello everyone,

I am using direct query and looking to calculate running total of sale after customer purchases promotional product the first time (customer is allowed to purchase promotional product again at later date).

Below is similar to table I have.

Customer	Date	Promo	Sales
1	1/1/2019		$        50.00
1	1/3/2019	a	$               -
2	2/4/2019		$   2,415.00
2	2/7/2019	a	$               -
1	3/11/2019		$   2,152.00
2	3/31/2019		$   2,341.00
1	3/31/2019	a	$               -
2	3/31/2019	a	$               -
1	4/1/2019		$      435.00
2	4/3/2019		$   5,334.00
1	5/23/2019		$      754.00

I would like the result to show $3,341 for customer 1 and $7,675 for customer 2 (total sale after customers buys promo product 'a' first time). I am also looking to add summary KPI visual to show overall customers (in this example $11,016).

Any help would be greatly appreciated.

Have a wonderful day.

[v-yulgu-msft · Accepted solution]

Hi @Thorgi ,

Please refer to below measures:

first time pur =
CALCULATE (
    MIN ( Sheet6[Date] ),
    FILTER ( ALLEXCEPT ( Sheet6, Sheet6[Customer] ), Sheet6[Promo] <> BLANK () )
)

running total =
CALCULATE (
    SUM ( Sheet6[Sales] ),
    FILTER (
        ALLEXCEPT ( Sheet6, Sheet6[Customer] ),
        Sheet6[Date] <= MAX ( Sheet6[Date] )
            && Sheet6[Date] >= [first time pur]
    )
)

Best regards,

Yuliana Gu