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ukantkumar
Helper I
Helper I

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dax expert help me pls 

calculated cumulative planned  column and calculated cumulative actual column, how can we get 

category wise?

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@ukantkumar do you want cummulative total by date for each category, your output doesn't represents that thou.

 

If you want it the order it is in, add index field using power query and then use following measure

 

**bleep** Actual = 
CALCULATE( SUM( Table1[Actual] ),
FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) )) **bleep** Planned =
CALCULATE( SUM( Table1[Planned] ),
FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) ))





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Feel free to email me with any of your BI needs.





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3 REPLIES 3
Ashish_Mathur
Super User
Super User

Hi,

Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table.  To your Table visual, drag Date from the Calendar Table and Category from the Data Table.  Write these measures

Planned Total = SUM(Data[Planned])

Actual Total = SUM(Data[Actual])

Cumulative planned = CALCULATE([Planned Total],DATESYTD(Calendar[Date],"31/12/")

Cumulative Actual = CALCULATE([Actual Total],DATESYTD(Calendar[Date],"31/12/")

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
parry2k
Super User
Super User

@ukantkumar do you want cummulative total by date for each category, your output doesn't represents that thou.

 

If you want it the order it is in, add index field using power query and then use following measure

 

**bleep** Actual = 
CALCULATE( SUM( Table1[Actual] ),
FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) )) **bleep** Planned =
CALCULATE( SUM( Table1[Planned] ),
FILTER( ALLEXCEPT( Table1, Table1[Category] ), Table1[index] <= MAX( Table1[Index] ) ))





Did I answer your question? Mark my post as a solution.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





thanks

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