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## 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.

1 ACCEPTED SOLUTION
Solution Specialist

hello @bonjourposte

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])`

Thank you.

5 REPLIES 5
Super User

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

If I helped you, click on the Thumbs Up to give Kudos.

Proud to be a Super User!

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.

Solution Specialist

hello @bonjourposte

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])`

Thank you.

Thanks, it worked, I never thought of EARLIER.  I have two July entries from two years, so they added together, so I combined the month/year columns and it worked.

Solution Specialist

hello @bonjourposte

Thank you.

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