如何在 Power BI 中创建多列的累计和？

Question

我在 Power BI 桌面中有一个 table，我正试图在其中创建累计和。这是 SQL 创建这个 table:

create table #sample
(
DOS_Month               varchar(6)
,CRD_Month              varchar(6)
,Credit_Received_Date   date
,DaysElapsed            varchar(20)
,Last_Mo_Collections    decimal(13,0)
)
insert #sample values('201707','201708','8/2/2017','01',11470)
insert #sample values('201707','201708','8/3/2017','01',2821)
insert #sample values('201707','201708','8/4/2017','01',1361)
insert #sample values('201707','201708','8/7/2017','01',9040)
insert #sample values('201707','201708','8/3/2017','02',2397)
insert #sample values('201707','201708','8/4/2017','02',5101)
insert #sample values('201707','201708','8/7/2017','02',2256)
insert #sample values('201707','',NULL,'Complete Month',1041764)

添加累计总和列后，table 应如下所示：

DOS_Month   CRD_Month   Credit_Received_Date    DaysElapsed Last_Mo_Collections Cumulative
1,707    201708  8/2/2017    1   ,470 ,470
1,707    201708  8/3/2017    1   ,821  ,291
1,707    201708  8/4/2017    1   ,361  ,652
1,707    201708  8/7/2017    1   ,040  ,692
1,707    201708  8/3/2017    2   ,397  ,089
1,707    201708  8/4/2017    2   ,101  ,190
1,707    201708  8/7/2017    2   ,256  ,446
1,707            Complete Month  ,041,764  ,076,210

如何使用 DAX 或快速测量来执行此操作？另外，我不能使用时间函数来对这些求和，因为 DOS_Month 和 CRD_Month 不是时间数据类型。

Answer 1

此公式应为您提供所需的累计总和列。

Cumulative = CALCULATE(
    SUM(Table1[Last_Mo_Collections]), 
    FILTER(
        Table1, 
        Table1[DOS_Month] = EARLIER(Table1[DOS_Month]) &&
        (
            (
                Table1[DaysElapsed] = EARLIER(Table1[DaysElapsed]) && 
                Table1[Credit_Received_Date] <= EARLIER(Table1[Credit_Received_Date])
            ) || (
                Table1[DaysElapsed] < EARLIER(Table1[DaysElapsed])
            )
        )
    )
)

EARLIER 函数是关键（在我看来这个名字太可怕了）。从文档中，函数...

Returns the current value of the specified column in an outer evaluation pass of the mentioned column.

如何在 Power BI 中创建多列的累计和？

How to create a cumulative sum over multiple columns in Power BI?

cumulative-sum

dax

powerbi