Forum Discussion

bonjourposte's avatar
bonjourposte
Helper V
2 years ago
Solved

Calculated Column- Adding up Total per Month

I'm trying to create a column that shows the monthly totals next to each line in the month.  

 

This is what I want it to look like:

 

 

This is how the two tables are joined:

 

This has been my best guess: 

Sum Dividends/Mo =
CALCULATE(SUMX('Dividend Return Breakdown'),FILTER('Dividend Return Breakdown','Dividend Return Breakdown'[Month]))
 
It is not working.  

 

Need Help
  • Irwan's avatar
    Irwan
    2 years ago

    hello bonjourposte 

     

    please check if this accomodate your need.

     

    1. create calculated column for month number

     

    2. create calculated column for calculating sum of number

    Desired Monthly Total =
    SUMX(
        FILTER(
            'Table',
            'Table'[Month]=EARLIER('Table'[Month])
        ),
        'Table'[BMAX]+'Table'[DE]+'Table'[HDIF]+'Table'[HDIV]+'Table'[HMAX]+'Table'[HYLD]+'Table'[ZWC]
    )

     

    Hope this will help you.

    Thank you.

5 Replies

  • PhilipTreacy's avatar
    PhilipTreacy
    Super User
    2 years ago

    bonjourposte 

     

    Please provide data we can work with - preferably your data file.

     

    How is it 'not working'?  I can't tell what you expect the result to be - please show an example of the result you want.

     

    Regards

     

    Phil

    • bonjourposte's avatar
      bonjourposte
      Helper V
      2 years ago

      Sorry I should've highlighted the last column.  I want the results in the last column like this:

      Does that help?  I just keep getting #ERROR messages.  

       

      • Irwan's avatar
        Irwan
        Super User
        2 years ago

        hello bonjourposte 

         

        please check if this accomodate your need.

         

        1. create calculated column for month number

         

        2. create calculated column for calculating sum of number

        Desired Monthly Total =
        SUMX(
            FILTER(
                'Table',
                'Table'[Month]=EARLIER('Table'[Month])
            ),
            'Table'[BMAX]+'Table'[DE]+'Table'[HDIF]+'Table'[HDIV]+'Table'[HMAX]+'Table'[HYLD]+'Table'[ZWC]
        )

         

        Hope this will help you.

        Thank you.