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mwittmann
Partner - Contributor II
Partner - Contributor II

Accumulate all values up to the selected filter

I have a problem creating a Set function for accumulating all valaues up to the selected filter (Year, Month, Date).

My aim is to SUM all values and display them in a bar char (drill down year, month, date).

The values should be summed up to the max selection.

For example: if year 2022 is selected, all values before 31.12.2022 summed up.

 

ID Year Month Date Value

1

2022 02 01.02.2022 50
2 2022 01 01.01.2022 50
3 2021 12 01.12.2021 50
4 2021 11 01.11.2021 50
5        
         

 

Labels (1)
16 Replies
vinieme12
Champion III
Champion III

Can you post some sample data in Excel?

Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.
mwittmann
Partner - Contributor II
Partner - Contributor II
Author

Belegnummer

Jahr Monat Wertart Buchungsdatum Betrag
5EP847202312000 2023 Dez. Plan 01.12.2023 -3280000
PLAN202312ER000 2023 Dez. Plan 01.12.2023 100
5EP847202311000 2023 Nov. Plan 01.11.2023 -3433000
PLAN202311ER000 2023 Nov. Plan 01.11.2023 100
5EP847202310000 2023 Okt. Plan 01.10.2023 -3266000
PLAN202310ER000 2023 Okt. Plan 01.10.2023 100
5EP847202309000 2023 Sep. Plan 01.09.2023 -3448000
PLAN202309ER000 2023 Sep. Plan 01.09.2023 100
5EP847202308000 2023 Aug. Plan 01.08.2023 -3244000
PLAN202308ER000 2023 Aug. Plan 01.08.2023 100
5EP847202307000 2023 Juli Plan 01.07.2023 -2992000
PLAN202307ER000 2023 Juli Plan 01.07.2023 100
5EP847202306000 2023 Juni Plan 01.06.2023 -3402000
PLAN202306ER000 2023 Juni Plan 01.06.2023 100
5EP847202305000 2023 Mai Plan 01.05.2023 -3326000
PLAN202305ER000 2023 Mai Plan 01.05.2023 100
5EP847202304000 2023 Apr. Plan 01.04.2023 -3404000
PLAN202304ER000 2023 Apr. Plan 01.04.2023 100
5EP847202303000 2023 März Plan 01.03.2023 -3126000
PLAN202303ER000 2023 März Plan 01.03.2023 100
5EP847202302000 2023 Feb. Plan 01.02.2023 -2690000
PLAN202302ER000 2023 Feb. Plan 01.02.2023 100
5EP847202301000 2023 Jan. Plan 01.01.2023 -3517000
PLAN202301ER000 2023 Jan. Plan 01.01.2023 100
DKILF5202212000 2022 Dez. Plan 01.12.2022 -3232000
P100003     000 2022 Dez. Plan 01.12.2022 2000
P1000031    000 2022 Dez. Plan 01.12.2022 5000
P1000032    000 2022 Dez. Plan 01.12.2022 7000
P1000033    000 2022 Dez. Plan 01.12.2022 -10000
DKILF5202211000 2022 Nov. Plan 01.11.2022 -3384000
P100003     000 2022 Nov. Plan 01.11.2022 2000
P1000031    000 2022 Nov. Plan 01.11.2022 5000
P1000032    000 2022 Nov. Plan 01.11.2022 7000
P1000033    000 2022 Nov. Plan 01.11.2022 -10000
DKILF5202210000 2022 Okt. Plan 01.10.2022 -3219000
P100003     000 2022 Okt. Plan 01.10.2022 2000
P1000031    000 2022 Okt. Plan 01.10.2022 5000
P1000032    000 2022 Okt. Plan 01.10.2022 7000
P1000033    000 2022 Okt. Plan 01.10.2022 -10000
DKILF5202209000 2022 Sep. Plan 01.09.2022 -3398000
P100003     000 2022 Sep. Plan 01.09.2022 2000
P1000031    000 2022 Sep. Plan 01.09.2022 5000
P1000032    000 2022 Sep. Plan 01.09.2022 7000
P1000033    000 2022 Sep. Plan 01.09.2022 -10000
DKILF5202208000 2022 Aug. Plan 01.08.2022 -3199000
P100003     000 2022 Aug. Plan 01.08.2022 2000
P1000031    000 2022 Aug. Plan 01.08.2022 5000
P1000032    000 2022 Aug. Plan 01.08.2022 7000
P1000033    000 2022 Aug. Plan 01.08.2022 -10000

 

This is the data Im ussing

vinieme12
Champion III
Champion III

Fact:
LOAD
Belegnummer,
Jahr,
Monat,
Wertart,
Buchungsdatum,
Betrag
FROM [lib://AttachedFiles/fad26101-6639-46d2-981a-26cd43b5ab60.xlsx]
(ooxml, embedded labels, table is [fad26101-6639-46d2-981a-26cd43b]);

 


MasterCalendar:
Load
TempDate AS Buchungsdatum,
week(TempDate) As Week,
Year(TempDate) As Year,
Month(TempDate) As Month,
monthname(TempDate) As MonthYear,
Day(TempDate) As Day,
'Q' & ceil(month(TempDate) / 3) AS Quarter,
Week(weekstart(TempDate)) & '-' & WeekYear(TempDate) as WeekYear,
WeekDay(TempDate) as WeekDay
;

//=== Generate a temp table of dates ===
LOAD
date(mindate + IterNo()) AS TempDate
,maxdate // Used in InYearToDate() above, but not kept
WHILE mindate + IterNo() <= maxdate;

//=== Get min/max dates from Field ===/
LOAD
min(FieldValue('Buchungsdatum', recno()))-1 as mindate,
max(FieldValue('Buchungsdatum', recno())) as maxdate
AUTOGENERATE FieldValueCount('Buchungsdatum');


exit Script;

 

 

In Chart 

 

Dimension = MonthYear

Measure = 

Accumulative sum

rangesum(Above(sum({<Buchungsdatum={"<=$(=Date(Max(Buchungsdatum),'YYYY-MM-DD'))"},MonthYear=>}Betrag),0,RowNo(Total)))

 

sum

sum({<Buchungsdatum={"<=$(=Date(Max(Buchungsdatum),'YYYY-MM-DD'))"},MonthYear=>}Betrag)

 

 

 

 

Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.
mwittmann
Partner - Contributor II
Partner - Contributor II
Author

Hello thank your for your quick response! it's still not working. I followed all your instructions.

 

mwittmann_0-1653399975852.png

 

mwittmann_1-1653399987387.png

Do you have an idea why its not working?

vinieme12
Champion III
Champion III

You also need to replace YYYY-MM-DD to match the date format set in your application 

 

Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.
mwittmann
Partner - Contributor II
Partner - Contributor II
Author

Hello,

thank you for your detailed help. I got it now!😄

vinieme12
Champion III
Champion III

kindly close the thread by marking a response as solution

Vineeth Pujari
If a post helps to resolve your issue, please accept it as a Solution.