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Pepperi Frequent Visitor
Frequent Visitor

Keep cumulative in column, not as a measure

Hello,

 

I have a table of deals, which contains all the deals with the date, the amount, the customer names (ParentAccountId).

 

I already created a "Cumulated" measure that works fine (orange and blue in the screenshot below). However, i want to create a column that will keep, for each customer, the related cumulated amount for all the deals closed before the deal's date.

For this purpose, I created a column:

Column = CALCULATE(SUMX(OPPORTUNITY,OPPORTUNITY[Amount USD]),FILTER(OPPORTUNITY,OPPORTUNITY[DEAL DATE]<=EARLIER(OPPORTUNITY[DEAL DATE]))

This column seems to indeed calculate the cumulated, but for all parent accounts, and not only the related customer, as it shows in red in the screenshot (it shows the table for 2 customers only, that's why the numbers are big).

Do you have an idea?

 

Thanks ahead!

Screenshot_2.png

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Keep cumulative in column, not as a measure

HI @Pepperi

 

Try this

 

Column =
CALCULATE (
    SUMX ( OPPORTUNITY, OPPORTUNITY[Amount USD] ),
    FILTER (
        OPPORTUNITY,
        Opportunity[ParentAccountId] = EARLIER ( Opportunity[ParentAccountId] )
            && OPPORTUNITY[DEAL DATE] <= EARLIER ( OPPORTUNITY[DEAL DATE] )
    )
)
2 REPLIES 2
Super User
Super User

Re: Keep cumulative in column, not as a measure

HI @Pepperi

 

Try this

 

Column =
CALCULATE (
    SUMX ( OPPORTUNITY, OPPORTUNITY[Amount USD] ),
    FILTER (
        OPPORTUNITY,
        Opportunity[ParentAccountId] = EARLIER ( Opportunity[ParentAccountId] )
            && OPPORTUNITY[DEAL DATE] <= EARLIER ( OPPORTUNITY[DEAL DATE] )
    )
)
Pepperi Frequent Visitor
Frequent Visitor

Re: Keep cumulative in column, not as a measure

Hi @Zubair_Muhammad,

 

Thanks a lot, it works fine!