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Hi Everyone,
I am fairly new to Power BI and struglling a lot to understand how to add a calculated column that does rolling sum based on Month (String), Cost Center and Cost Element. I have a table like below:
Year | Month Name | CC | CE | Actual | Cumulative Sum |
2015 | Jan | 101 | 201 | 12 | 12 |
2015 | Jan | 102 | 202 | 13 | 13 |
2015 | Jan | 103 | 203 | 14 | 14 |
2015 | Feb | 101 | 201 | 10 | 22 |
2015 | Feb | 102 | 202 | 11 | 24 |
2015 | Feb | 103 | 203 | 12 | 26 |
So based on Cost Center (CC), Cost Element (CE) and Month Name I want to do rolling sum of Actuals. E.g. YTD Sum of CC 101 and CE 201 on Feb-15 was 22 (10+12). Since it is year to date rolling sum Jan 15 number doesn't depend on Dec-14 but also need to consider this as I have data from 2013 to 2016.
How do I make this happen. Can anyone please suggest a formula?
Really appreciate your time.
Best,
Keyur Parekh