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Daxtothemax
Helper I
Helper I

Rollover Hours Calculation

I need some help with a DAX formula that can capture the balance of rollover hours per day.  Example data below is below.  

 

On the first day 10 hours of work was assigned but only 5 hours were completed, resulting in a 5 hour balance.  The next day 20 hours of additional work was assigned and 10 hours were completed, which results in 10 hours for that day plus 5 from the previous day.  I'm looking for a DAX formula that would do this calculation in the Rollover Balance column. I believe I need to use the EARLIER function but I cant seem to get it right. 

 

Daxtothemax_1-1638479209992.png

 

 

Any help is greatly appreciated!

 

 

 

1 ACCEPTED SOLUTION
RicoZhou
Community Support
Community Support

Hi @Daxtothemax ,

You can try this code to create a calculated column by EARLIER() function.

Rollover Balance = 
CALCULATE (
    SUM ( 'Table'[Daily Hours of Work] ) - SUM ( 'Table'[Daily Hours Completed] ),
    FILTER ( 'Table', 'Table'[Date] <= EARLIER ( 'Table'[Date] ) )
)

Result is as below.

1.png

Best Regards,
Rico Zhou

 

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

3 REPLIES 3
RicoZhou
Community Support
Community Support

Hi @Daxtothemax ,

You can try this code to create a calculated column by EARLIER() function.

Rollover Balance = 
CALCULATE (
    SUM ( 'Table'[Daily Hours of Work] ) - SUM ( 'Table'[Daily Hours Completed] ),
    FILTER ( 'Table', 'Table'[Date] <= EARLIER ( 'Table'[Date] ) )
)

Result is as below.

1.png

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Ashish_Mathur
Super User
Super User

Hi,

  1. Create a Calendar Table
  2. Build a relationship between the Date column of your Data Table to the Date column of your Calendar Table
  3. To your Table visual, drag Date from the Calendar Table
  4. Write these measures
    1. Daily hours of work = sum(Data[daily hours])
    2. Daily hours of work till date = calculate([Daily hours of work],datesytd(calendar[Date],"31/12))
    3. Daily hours completed = sum(Data[hours completed])
    4. Daily hours completed till date = calculate([Daily hours completed],datesytd(calendar[Date],"31/12))
    5. Rollover balance = [Daily hours of work till date]-[Daily hours completed till date]

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
amitchandak
Super User
Super User

@Daxtothemax , You need to calculate Cumulative  measure

 

Calculate(Sum(Table[Daily Work Hours]) - Sum(Table[Daily Hours completed]) , filter( allselected(Table), Table[Date]<= Max(Table[Date]) ) )

 

or

with date table

Calculate(Sum(Table[Daily Work Hours]) - Sum(Table[Daily Hours completed]) , filter( allselected(Date), Date[Date]<= Max(Date[Date]) ) )

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