running total in calculated column

[TheoM]

Hi all,

My data model contains a table with planned changes in stock per item. I want to add a column to this table which contains the accumulated stock changes for this item until the date of the current row. I am sure there must be an easy way to do this, but I haven't found the right way yet. Can anyone help me?

Regards,

Theo

[AlB]

Hi @TheoM

You need to show the structure of your data model and sample data to make things easier for people answering.

What do you mean by 'accumulated stock changes'?? The sum? An example based on your sample data would certainly help.

NewColumn =
CALCULATE (
    SUM ( Table1[Stock] ),
    FILTER ( Table1, Table1[Date] < EARLIER ( Table1[Date] ) )
)

but you provide too little info

[TheoM]

Hi @AlB,

Thanks for your quick reply!

Here is simplified structure of my fact table. It contains various items which have multiple planned changes. There can be several changes on the same item at the same date (see line 4 and 5). In order to calculate the planned stock level at the date shown on the current row, I want to sum all changes until the date in the current row. The Running Total column shows the desired result. FYI: date format is d-m-yyyy

I hope you can help me with this.

 

[AlB · Accepted solution]

@TheoM

OK, try this:

RunningTotal =
CALCULATE (
    SUM ( Table1[Movement] ),
    Table1[Date] <= EARLIER ( Table1[Date] ),
    ALLEXCEPT ( Table, Table1[Item] )
)

It's always good to show your sample data also on table/text format so that it can be readily copied

[TheoM]

Hi @AlB

That did the job! Tanks for your help and your advice regarding additional info to the problem.

Regards, Theo