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KarlNixon
Advocate I
Advocate I

Running Total sales orders by customer

Looking for brainstrust help.

 

I am looking to create a calculated column showing the running total of sales orders by customer.

 

For example the calculated column below [Nth Sales Order by Customer]

 

DateSales OrderCustomer ValueNth Sales Order by customer
10-Jun-1900001Tom $            5,3371
17-Jun-1900002John $            5,2191
17-Jun-1900003John $            2,2092
24-Jun-1900004John $            9,2103
1-Jul-1900005Tom $            5,7512
1-Jul-1900006Tom $            4,4263
8-Jul-1900007John $            9,8594
15-Jul-1900008Sam $            3,8381
22-Jul-1900009Tom $            2,7674
29-Jul-1900010John $            7,4055

 

Any assistance greatly appreciated.

 

 

Karl

 

1 ACCEPTED SOLUTION

Found the solution

 

Change the Filter to FILTER(ALLEXCEPT(sales, sales[order number]))

View solution in original post

6 REPLIES 6
amitchandak
Super User
Super User

You can use a quick measure. Right-click on table or measure. Click on quick measure.

Or refer to this

https://community.powerbi.com/t5/Desktop/Cumulative-Total/td-p/43115

 

Screenshot 2019-09-28 15.35.39.png

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution. In case this not working, please mark my @ username in reply.
Thanks.

Hi amitchandak,

 

Almost gets there - but this gives a running totalfor all values - I'm after a running total for each customer in the data set.

 

for example for the first sale for Tom, James and Sam they would have the number 1 and for each subsequent sale, 2,3....

 

 

 

Thoughts?

 

Found the solution

 

Change the Filter to FILTER(ALLEXCEPT(sales, sales[order number]))

Hi @KarlNixon ,

 

You could accept your own reply if your issues have been solved.

 

Community Support Team _ Eads
If this post helps, then please consider Accept it as the solution to help the other members find it.

Not really, I'm looking for running totals for each category.

 

 

 

 

 


@amitchandak wrote:

I think you need cummlativesub totals 

 

https://community.powerbi.com/t5/Desktop/Calculating-Cumulative-Monthly-Totals/td-p/100756

https://community.powerbi.com/t5/Desktop/Subtotal-YTD-in-Matrix/td-p/324239

https://community.powerbi.com/t5/Desktop/Cumulative-Running-Balance-in-a-Matrix/td-p/490907

 

Appreciate your Kudos. In case, this is the solution you are looking for, mark it as the Solution.
Thanks.

 

 


 

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