Doesn't work comulative total

[Anonymous]

Hey guys,

I'm desperate, I don't know is something wrong with data, formula, or just me.

I have to tables Calendar (dates) and Item Ledger entry (item turnover data), they are related by Calendar[Date] - Item Ledger Entry [Posting Date].

The result should be table wich shows some other measures (sales data) regarding date filter and a colum in the end [ Stock]. Stock shows how much items we have left to last date of filter (it ignores first filter date). First of all I must calculate commulative total, and just stuck here.

Formula that I use:

Stock (1) = CALCULATE(
    SUM('Item ledger entry'[Quantity]),
    FILTER(ALL(Calendar),
Calendar[Date]<=MAX(Calendar[Date]))
)

It doesnt worg it gives same amount as [Quantity].

Also I tried this:

Stock (2) = CALCULATE(
    SUM('Item ledger entry'[Quantity]),
 FILTER( ALLSELECTED(Calendar[Date]),
 ISONORAFTER(Calendar[Date], MAX(Calendar[Date]), DESC))
)

It didint work eigher.

What I get:

 

Maybe you have any ideas what i'm doing wrong?

[Anonymous]

Hey guys,

I'm desperate, I don't know is something wrong with data, formula, or just me.

I have to tables Calendar (dates) and Item Ledger entry (item turnover data), they are related by Calendar[Date] - Item Ledger Entry [Posting Date].

The result should be table wich shows some other measures (sales data) regarding date filter and a colum in the end [ Stock]. Stock shows how much items we have left to last date of filter (it ignores first filter date). First of all I must calculate commulative total, and just stuck here.

Formula that I use:

Stock (1) = CALCULATE(
    SUM('Item ledger entry'[Quantity]),
    FILTER(ALL(Calendar),
Calendar[Date]<=MAX(Calendar[Date]))
)

It doesnt worg it gives same amount as [Quantity].

Also I tried this:

Stock (2) = CALCULATE(
    SUM('Item ledger entry'[Quantity]),
 FILTER( ALLSELECTED(Calendar[Date]),
 ISONORAFTER(Calendar[Date], MAX(Calendar[Date]), DESC))
)

It didint work eigher.

What I get:

 

Maybe you have any ideas what i'm doing wrong?

[v-shex-msft · Accepted solution]

HI @Anonymous,

You can try to use below measure formula if it works on your side:

Stock (1) =
CALCULATE (
    SUM ( 'Item ledger entry'[Quantity] ),
    FILTER (
        ALLSELECTED ( 'Item ledger entry' ),
        'Item ledger entry'[Date] <= MAX ( Calendar[Date] )
    )
)

If above not help, please share some sample data for test and coding formula.

Regards,

Xiaoxin Sheng

[Anonymous]

Thanks, @v-shex-msft, it works!

Could you bit explain why ALLSELECTED must be 'Item ledger entry' if my Data field is in 'Calendar' table? 

[v-shex-msft]

Hi @Anonymous,

Cumulative total calculation need to across multiple row which mean calculation need to ignore 'per row contents filter' effect, that is why I add it to 'Item ledger entry' table.

When you add all/allselected on calendar table, it only means you will get a max date from whole or filtered calendar table.

It will choose related records from 'Item ledger entry' table with condition 'Item ledger entry date value less than max calendar date'.

Reference link:

Cumulative Total

Regards,

Xiaoxin Sheng