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Debits123
Regular Visitor

Filter by customer subtotal

I've got a large table of customer invoices (invoice date, amount, customer name, etc.). I want to create card showing the total of all invoices only for customers whose overall invoice balances are greater than $50,000 cumulatively (not based on individual invoices).

 

In other words...

 

- Customer A has 5 invoices each for $20,000, totaling $100,000 of invoices.

- Customer B has 3 invoices each for $5,000, totaling $15,000 of invoices.

- Customer C has 2 invoices each for $30,000, totaling $60,000 of invoices.

 

I want the card to show total invoices of $160,000 (the sum of all customers whose cumulative balance is over $50,000).

 

I've tried creating a column with the cumulative customer balance or a measure calculating it but have been unsuccessful. Any thoughts on how to solve this? Thank you!

1 ACCEPTED SOLUTION
v-piga-msft
Resident Rockstar
Resident Rockstar

Hi @Debits123 ,

Assuming that you have the data sample like below.

data sample.PNG

You could create the measures below.

Total amount =
CALCULATE ( SUM ( Table2[Amount] ), ALLEXCEPT ( Table2, Table2[Customer] ) )
Measure  =
CALCULATE ( [Total amount], FILTER ( 'Table2', [Total amount] > 50000 ) )

Here is the output.

output.PNG

 

If you still need help, please share your data sample as table format so that I could have a test on it and help further on it.

Best  Regards,

Cherry

 

Community Support Team _ Cherry Gao
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

1 REPLY 1
v-piga-msft
Resident Rockstar
Resident Rockstar

Hi @Debits123 ,

Assuming that you have the data sample like below.

data sample.PNG

You could create the measures below.

Total amount =
CALCULATE ( SUM ( Table2[Amount] ), ALLEXCEPT ( Table2, Table2[Customer] ) )
Measure  =
CALCULATE ( [Total amount], FILTER ( 'Table2', [Total amount] > 50000 ) )

Here is the output.

output.PNG

 

If you still need help, please share your data sample as table format so that I could have a test on it and help further on it.

Best  Regards,

Cherry

 

Community Support Team _ Cherry Gao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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