Calculated Column- Adding up Total per Month

[bonjourposte]

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.  

[PhilipTreacy]

@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]

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 · Accepted solution]

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.

[bonjourposte]

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.

[Irwan]

hello @bonjourposte 

glad to be a help.

Thank you.