Using DAX to create a column of cumulative returns

[andyly85]

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!

[Greg_Deckler · Accepted solution]

@andyly85 Try:

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

[andyly85]

Thanks @Greg_Deckler !