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andyly85
Frequent Visitor

Using DAX to create a column of cumulative returns

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!

 

andyly85_0-1713380563999.png

 

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@andyly85 Try:

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


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2 REPLIES 2
Greg_Deckler
Community Champion
Community Champion

@andyly85 Try:

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


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

Thanks @Greg_Deckler !

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