Forum Discussion
Calculate cumulative total value by date and Client
Hello,
can you help me please to add calculate column (cumul) that calculate the the cumulative budget total per client per month for each year as explained in the table
thank you
Hi,
This should ideally be solved with a measure but since you want a calculated column formula solution, write these calculated column formulas
Date = 1*("1/"&Data[Month]&"/"&Data[Year])RT = CALCULATE(SUM(Data[Budget]),FILTER(Data,Data[Client Number]=EARLIER(Data[Client Number])&&Data[Date]<=EARLIER(Data[Date])))Hope this helps.
9 Replies
- Ashish_Mathur
Super User
Hi,
This should ideally be solved with a measure but since you want a calculated column formula solution, write these calculated column formulas
Date = 1*("1/"&Data[Month]&"/"&Data[Year])RT = CALCULATE(SUM(Data[Budget]),FILTER(Data,Data[Client Number]=EARLIER(Data[Client Number])&&Data[Date]<=EARLIER(Data[Date])))Hope this helps.
Thank you so much Ashish_Mathur it works !!👏
- Ashish_Mathur
You are welcome.
MINGXINHelper I
Hi Ashish_Mathur ,
Hope you are well.
I'm having the same problem, but using measure, not new columns, can you give a little advice? Thanks in advance.
- Ashish_Mathur
Please use the DATESYTD function within the CALCULATE function.
- Greg_Deckler
Community Champion
MagMag31 See if this helps:
sergej_ogMaybe TOTALYTD() can halp in your case
