topic Re: Using DAX to create a column of cumulative returns in DAX Commands and Tips

Using DAX to create a column of cumulative returns

andyly85 — Wed, 17 Apr 2024 19:03:06 GMT

Hi all, I am trying to create a column using DAX to calculate the cumulative return of the fund and BM column, can you please help? Thanks in advance!

Re: Using DAX to create a column of cumulative returns

Greg_Deckler — Wed, 17 Apr 2024 21:14:21 GMT

andyly85 Try:

Column = VAR __Date = [Date] VAR __Result = SUMX( FILTER( 'Table', [Date] <= __Date ), [Fund] ) RETURN __Result

Re: Using DAX to create a column of cumulative returns

andyly85 — Thu, 18 Apr 2024 17:07:06 GMT

Thanks Greg_Deckler !