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Video instructions and help with filling out and completing Why 8850 Form Totaling

Instructions and Help about Why 8850 Form Totaling

Welcome to Exhale magic trick number 1398. Hey, if you want to download this Excel workbook, Exo nice trick 1398 finished or the start file so you could follow along, click on the link below the video. Hey, we got a great video here where we're going to talk about Dax formulas for running total and % a running total, and we'll see a few other cool Dax formula tricks. Now, the last couple of videos have been all about running totals. We saw how to do running totals and % running totals with pivot tables, and then we saw three different videos about formulas. But in this video, we want to see how to do it with Dax formulas. Now, here's our first data model pivot table using Dax formulas, and we need to create the categories with a lower and upper limit. 1-50, 51-100, and notice the increment for each one of these is the same, each increment between lower and upper is exactly 50. Then we need Dax formulas to count, so there were 103 transactions that had a quantity between 101 and 150. Then we need our running total, so that's a cumulative running total through all three categories, 173. That means there were 173 transactions that had quantities of 150 or less. And we need our percent running total or percent cumulative total. So 42% of our transactions had a quantity of 150 or less. Now our second data model pivot table will be based on month, and notice for any particular row here, we're going to calculate total quantity which is different. We're going to be adding the quantity up here we were counting, but we're going to add then calculate a cumulative total and percent cumulative. But notice there's still a lower and...