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TheAmazingPBI
Regular Visitor

Looking for Sumif help to create cumulative value based on value in a row

Hi all

Thanks for taking the time to read. I've tried looking at SUMIF solutions from this forum but unable to find a solution for my problem. I haven't been able to get it working in Excel and was hoping with the DAX formulas this might be possible.

 

The objective is to create a calculated column that provides a cumulative total for PBIT. Open to other ways to calculate this, my thoughts are that there are 3 criteria [Unit], [FY] and only sum rows where [period] <= of the Period in current row.

e.g. in row 2 (period 202002) PBIT should be 6 as Unit = A, FY = 2020, rows 1 and 2 are <=202002.

 

I have tried a CALCULATE(SUM(Table[PBIT]),[FY],[Unit]) and it gives me an error, no idea how I can add in the expression <=Period for that row. Hoping someone can assist. Thank you

Col ACol BCol CCol DCol E
UnitPeriodFYPBITPBIT YTD
A20200120204 
A20200220202This is what I am trying to calculate (should be 6)
A20200320205 
A20200420203 
A20200520206 
B20200120207 
B20200220208This should be 15
B20200320203 
B20200420206 
B20200520201 
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@TheAmazingPBI , Create a new column like

 

sumx(filter(Table, [FY] = earlier([FY]) && [Unit] = earlier([unit]) && [Period] <= earlier([Period])),[PBIT])

 

 

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@TheAmazingPBI , Create a new column like

 

sumx(filter(Table, [FY] = earlier([FY]) && [Unit] = earlier([unit]) && [Period] <= earlier([Period])),[PBIT])

 

 

thank you heaps, would have never found that function myself

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