cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
aro Frequent Visitor
Frequent Visitor

Finding first sum over 100

Hello All,

 

I have a Contributions table that has columns: AssetGroup, GiftAmount, FundID, and ID (gifts)

 

I need to find the sum of the first ID (gift) that is over $100 to a fund.

 

In our business the first ID (gift) to a FundID is usually a place holder and the following ID (gift) is what gets the FundID going. Our objective is to find out what the sum of that first (real) gift is. 

 

Would it be possible to set the $100 cutoff as a slicer so that the users could change the parameter? If not, it's not pertinent.

 

Please let me know if I need to elaborate or give another example

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Finding first sum over 100

@aro oh i thought you need id, just change the measure

 

First Id = 
CALCULATE( [Gift Amount],  
TOPN(1, FILTER( Table, [Gift Amount] > [Parameter Value] ), [Gift Amount], ASC )
)




Did I answer your question? Mark my post as a solution!


Proud to be a Datanaut! Connect with me on Linkedin.
Feel free to email me with any of your BI needs.




 




6 REPLIES 6
Super User
Super User

Re: Finding first sum over 100

@aro try following measures, update column and table name as per your model.

 

Add what-if parameter and then it will be dynamic as it will give first fund id where amount is greater than parameter value.

 

Gift Amount = SUM( Table[Gift Amount] )

First Id = 
CALCULATE( MIN( Table[First Id], 
TOPN(1, FILTER( Table, [Gift Amount] > [Parameter Value] ), [Gift Amount], ASC )
)




Did I answer your question? Mark my post as a solution!


Proud to be a Datanaut! Connect with me on Linkedin.
Feel free to email me with any of your BI needs.




 




aro Frequent Visitor
Frequent Visitor

Re: Finding first sum over 100

So I created a column to calculate the sum of Gift Amount.

 

How are you calling "First Id" within the "First Id" column creation? It hasn't been created yet...

 

"First Id = CALCULATE(MIN(Table[First Id..." 

 

Just to reiterate, I need to find the first Gift Amount > $100 for each FundID

Super User
Super User

Re: Finding first sum over 100

@aro it is a typo, change it to fundid and make sure you are adding these as measures, not columns





Did I answer your question? Mark my post as a solution!


Proud to be a Datanaut! Connect with me on Linkedin.
Feel free to email me with any of your BI needs.




 




aro Frequent Visitor
Frequent Visitor

Re: Finding first sum over 100

I changed it to FundID and First ID is now just showing me the FundID, not an actual amount

Super User
Super User

Re: Finding first sum over 100

@aro oh i thought you need id, just change the measure

 

First Id = 
CALCULATE( [Gift Amount],  
TOPN(1, FILTER( Table, [Gift Amount] > [Parameter Value] ), [Gift Amount], ASC )
)




Did I answer your question? Mark my post as a solution!


Proud to be a Datanaut! Connect with me on Linkedin.
Feel free to email me with any of your BI needs.




 




aro Frequent Visitor
Frequent Visitor

Re: Finding first sum over 100

Thanks! You're awesome!