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Frequent Visitor

## Rolling Calculation

Hello Guys.

Im trying to figure out how to use a rolling amount calculation. I tried the following formula:

Rolling_up = CALCULATE(SUM('excel-planning production_progress'[boxes_done]);FILTER(ALL('excel-planning production_progress'[last_change].[Date]);'excel-planning production_progress'[last_change].[Date]<=MAX('excel-planning production_progress'[last_change].[Date])))

Instead of getting the cumulative value i'm getting a copy of the [boxes_done] value.

The rolling up value should be: 12, 56, 67, 100 .... etc.

Vincent Pit

2 ACCEPTED SOLUTIONS

Accepted Solutions
Highlighted
Frequent Visitor

## Re: Rolling Calculation

Hi Smoupre, thanks for the quick response!

I've tried quick measure, which gives me the following formula:

cumulative =
CALCULATE(
SUM('excel-planning production_progress'[boxes_done]);
FILTER(
ALLSELECTED('excel-planning production_progress'[last_change]);
ISONORAFTER('excel-planning production_progress'[last_change]; MAX('excel-planning production_progress'[last_change]); DESC)
)
)

This formula provides me with the same results (problems) as described before.

Thanks

Highlighted
Super User IX

## Re: Rolling Calculation

When I recreated this, I got the correct results.

```boxes_done running total in last_change =
CALCULATE(
SUM('Boxes'[boxes_done]),
FILTER(
ALLSELECTED('Boxes'[last_change]),
ISONORAFTER('Boxes'[last_change], MAX('Boxes'[last_change]), DESC)
)
)```

Here is my Enter Data query, make sure that your last_change is a Date/Time column and not text or something.

```let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("jdDRCcAgDATQVUq+C+aS2KoTdAdx/zWqFhT60QpHkMDj1JwJgU2Edrr0OMWhHeGkhhE2aPKaWNtSYp9U9j8l6CoOZbaiehd4duFLyaP8q0p1AbVnxSQ2LxhWlCWEmqHqX5Qb", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [ordernr = _t, articlenr = _t, last_change = _t, boxes_amount = _t, boxes_done = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"ordernr", Int64.Type}, {"articlenr", type text}, {"last_change", type datetime}, {"boxes_amount", Int64.Type}, {"boxes_done", Int64.Type}})
in
#"Changed Type"```

---------------------------------------

##### I have a NEW book! DAX Cookbook from Packt
Over 120 DAX Recipes!

Proud to be a Super User!

8 REPLIES 8
Highlighted
Super User IX

## Re: Rolling Calculation

Have you tried the Running Total quick measure?

---------------------------------------

##### I have a NEW book! DAX Cookbook from Packt
Over 120 DAX Recipes!

Proud to be a Super User!

Highlighted
Frequent Visitor

## Re: Rolling Calculation

Hi Smoupre, thanks for the quick response!

I've tried quick measure, which gives me the following formula:

cumulative =
CALCULATE(
SUM('excel-planning production_progress'[boxes_done]);
FILTER(
ALLSELECTED('excel-planning production_progress'[last_change]);
ISONORAFTER('excel-planning production_progress'[last_change]; MAX('excel-planning production_progress'[last_change]); DESC)
)
)

This formula provides me with the same results (problems) as described before.

Thanks

Highlighted
Super User IX

## Re: Rolling Calculation

When I recreated this, I got the correct results.

```boxes_done running total in last_change =
CALCULATE(
SUM('Boxes'[boxes_done]),
FILTER(
ALLSELECTED('Boxes'[last_change]),
ISONORAFTER('Boxes'[last_change], MAX('Boxes'[last_change]), DESC)
)
)```

Here is my Enter Data query, make sure that your last_change is a Date/Time column and not text or something.

```let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("jdDRCcAgDATQVUq+C+aS2KoTdAdx/zWqFhT60QpHkMDj1JwJgU2Edrr0OMWhHeGkhhE2aPKaWNtSYp9U9j8l6CoOZbaiehd4duFLyaP8q0p1AbVnxSQ2LxhWlCWEmqHqX5Qb", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [ordernr = _t, articlenr = _t, last_change = _t, boxes_amount = _t, boxes_done = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"ordernr", Int64.Type}, {"articlenr", type text}, {"last_change", type datetime}, {"boxes_amount", Int64.Type}, {"boxes_done", Int64.Type}})
in
#"Changed Type"```

---------------------------------------

##### I have a NEW book! DAX Cookbook from Packt
Over 120 DAX Recipes!

Proud to be a Super User!

Highlighted
Frequent Visitor

## Re: Rolling Calculation

Hi Smoupre,

The measure works, thanks 🙂 . Only now I encounter another problem.
I have to filter on ordernumber, if I unfilter, it takes forever to load the visual. If I delete the measure everything works fine. Do you have any tips that we can use in order to make the visual work smoothly?

I read something about a poorly written measure, but since we used quick measure I think that would be odd.

Sorry for the inconvenience.

Vincent

Highlighted
Super User IX

## Re: Rolling Calculation

Well, how many records are we talking about here? The only function that I can think of that could be slowing things down would be ISONORAFTER, the other functions are pretty standard and we aren't doing anything like a MAXX. But, that particular function might be causing some issues potentially.

---------------------------------------

##### I have a NEW book! DAX Cookbook from Packt
Over 120 DAX Recipes!

Proud to be a Super User!

Highlighted
Frequent Visitor

## Re: Rolling Calculation

Sorry for the late response,

The database which I use for the running total consists of 2600 rows. The amount of rows will grow each day by lets say 80 to 100 units.

So the database itself is not that big right now. Is there any way to bypass the ISONORAFTER?

Highlighted
Super User IX

## Re: Rolling Calculation

Maybe a simple <= filter?

---------------------------------------

##### I have a NEW book! DAX Cookbook from Packt
Over 120 DAX Recipes!

Proud to be a Super User!

Highlighted
Frequent Visitor

## Re: Rolling Calculation

Hi smoupre,

I still can't get it right. The formula works with a small amount of rows but in this case it keeps loading and loading at the moment i put the measure 'Rolling total' in.  This is also the case when i filter at a certain 'Ordernr', while there are less rows.

I uploaded a test file to dropbox so you can see the problem.

https://www.dropbox.com/s/1jht6epoaqhc91x/Track%20%26%20Trace%20Test.pbix?dl=0

The rolling total value i try to determine is 'Dozen klaar' by 'Ordernr' (sorry, dutch terminology at the headers).

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