DAX Running Total & Running Total Percentages of 2 different products by months

[srehman]

Hi Team,

I have performed running total and running total percentages in pivot table work perfect.
Now i am moving in DAX Power Bi , i am new as well.
I have calculate running total of one product but for 2 products all goes wrong. I am doing some mistakes.


A very clear example in attached snapshot.

Following data i am using , I need results as in snap shot.

!Karcher ABC AnalysisV3-Completed.xlsb
	E	F	G
11	SKU	Month-YYYY	Total Orders
12	15163160	April-2020	7
13	15163160	February-2020	442
14	15163160	January-2020	545
15	15163160	July-2020	234
16	15163160	June-2020	912
17	15163160	March-2020	488
18	15163160	May-2020	6
19	15131420	April-2020	111
20	15131420	February-2020	336
21	15131420	January-2020	488
22	15131420	July-2020	480
23	15131420	June-2020	157
24	15131420	March-2020	310
25	15131420	May-2020	199
26	62958900	April-2020	218
Sheet4

 

[jorismoerings]

Hi,

need to understand your context.
The screenshot shows a running total just on orders in the table regardless of the accompanied month:
Example:
line19: SKU 15131420 has 111 orders in April
line20: SKU 15131420 has 336 orders in February
line21: SKU 15131420 has 488 orders in January

Your screenshot shows a running total of 447 orders in February however your request is a running total by month should the running total by month be (orders in January [488] + orders in February [336]) = 824 Orders or do you want a running total per line regardless of the month mentioned on that line?

 

[jorismoerings]

Additional to above:
See if this helps:

Be aware as i'm using a european version perhaps ; should be , in your version.

 

[srehman]

Hi,

need to understand your context.
The screenshot shows a running total just on orders in the table regardless of the accompanied month: -->(Yes)
Example:--> ( yes these all orders per month for this product)
line19: SKU 15131420 has 111 orders in April
line20: SKU 15131420 has 336 orders in February
line21: SKU 15131420 has 488 orders in January

--> Yes You are right by line but i want running total percentage separate of each SKU as on last column of snapshot.
Your screenshot shows a running total of 447 orders in February however your request is a running total by month should the running total by month be (orders in January [488] + orders in February [336]) = 824 Orders or do you want a running total per line regardless of the month mentioned on that line?

If you found my answer helpful, please hit the Like button.

=====================================================

I tried to achieved by following formula.

sum CT = SUM(curbalGroup[Total Orders])

Sum of EachSKU = CALCULATE([sum CT],FILTER(curbalGroup,curbalGroup[SKU]))

Div by Tot Qty = DIVIDE([Sum of EachSKU],CALCULATE([Sum of EachSKU],ALL(curbalGroup)))

Div by SKU categ = DIVIDE([Sum of EachSKU],CALCULATE([Sum of EachSKU],ALLSELECTED(),VALUES(curbalGroup[SKU])))

 

[srehman]

I am trying your approach i am new i got this attached result in 2 days my learning and implementation together.

I am not sure am i using right techniques or formula or method to drive results.

I will try by your Running Total and will let you know.

Thanks again for lot of support and time.

 

[srehman]

I have tried by using your approach for Running total and results not matching.

RT MrEx = CALCULATE(sum(curbalGroup[Total Orders]),FILTER(ALL(curbalGroup),curbalGroup[Month-YYYY]<= max(curbalGroup[Month-YYYY])),VALUES(curbalGroup[SKU]))

I forgot tell you in snapshot DAX Running total i calculated in Power Query because i was not getting expected result by using DAX.

But i really want to do it by DAX.

Please check snapshot

 

[jorismoerings]

Your answer still confuses me because you don't answer the question.
The part showing Power BI has no selection or Sort within, it's just a table.
The part showing the pivot has the error of calculating a running total wrongly because the data is sorted on period.

Perhaps better to start a new thread in which you're asking the full question because you're only asking bits and pieces which needs amending to your situation.

Please read the guidelines for using the board and they will help you with a correct way of asking the question.

 

[srehman]

Its ok no worries.
Sorry about that.

 

[alansidman]

 

[srehman]

Thanks for your help i was watching Excelfun different videos on above issue.
What i learned today when 1 door is closed 10 more different doors will open if you are truly try to learn.
Thanks again i will watch it.