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Helper I
Helper I

Need help formatting data structure.

Hi so I have a data source that gives a sales persons numbers in this format:

DateSale amount
4/1/20$100
6/1/20$200
6/3/20$200

 

I need to be able to format the data so it becomes a cumulative total and includes all the months up to the current month.

DateSales Amount (Cumulative Total)
4/1/20$100
5/1/20$100
6/1/20$500
7/1/20$500
8/1/20$500

 

Any ideas on how to create a data table that has this structure?

 

Thanks as always!!

1 ACCEPTED SOLUTION

Accepted Solutions
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Super User VI
Super User VI

Re: Need help formatting data structure.

Hi @grantculp 

first create a calendar table

Calendar = CALENDARAUTO()

then you can create whether a calculated column

Sales Amount (Cumulative Total) =
CALCULATE(SUM(Table[Sale amount]), FILTER(ALL(Table]), Table[Date] <= EARLIER(Calendar[Date])))

or measure 

Sales Amount (Cumulative Total) =
CALCULATE(SUM(Table[Sale amount]), FILTER(ALL(Table]), Table[Date] <= MAX(Calendar[Date])))

 for this calendar table


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Highlighted
Super User VI
Super User VI

Re: Need help formatting data structure.

Hi @grantculp 

first create a calendar table

Calendar = CALENDARAUTO()

then you can create whether a calculated column

Sales Amount (Cumulative Total) =
CALCULATE(SUM(Table[Sale amount]), FILTER(ALL(Table]), Table[Date] <= EARLIER(Calendar[Date])))

or measure 

Sales Amount (Cumulative Total) =
CALCULATE(SUM(Table[Sale amount]), FILTER(ALL(Table]), Table[Date] <= MAX(Calendar[Date])))

 for this calendar table


do not hesitate to give a kudo to useful posts and mark solutions as solution
LinkedIn

View solution in original post

Highlighted
Super User IX
Super User IX

Re: Need help formatting data structure.

@grantculp , you have to create measure like, with a date table

 

Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=maxx(date,date[date])))
Cumm Sales = CALCULATE(SUM(Sales[Sales Amount]),filter(date,date[date] <=max(Sales[Date])))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.

 

 



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Helper I
Helper I

Re: Need help formatting data structure.

This is very close with the measure but it is giving an unexpected result. It is assigning the total sum of that column to a every person. Not a cumulative total of each person for each month.

@az38 

Capture.PNG

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Memorable Member
Memorable Member

Re: Need help formatting data structure.

here is a tutorial on running totals

 

 

if you want to practice, you can download the materials here: https://businessintelligist.com/2020/07/22/getting-better-at-dax-having-fun-with-running-totals/

Highlighted
Super User VI
Super User VI

Re: Need help formatting data structure.

@grantculp 

do you have relationships between calendar table and sales table?

what table (calendar or sales) do you use as date columns in visual?


do not hesitate to give a kudo to useful posts and mark solutions as solution
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