Columns for Cumulative balances

[Anonymous]

Hey there

I have a table set below for Date, Company, In.

May I know how can I create 2 columns that:

- calculates cumulative balances of "In" but only for individual company A, B & C

- calculates cumulative balances of "In" but for all companies

Date	Company	In	Cumu Bal by Company	Cumu Bal by Combined
2-Jan	A	1	1	8
3-Jan	A	1	2	11
2-Jan	B	1	1	8
3-Jan	B	2	3	11
4-Jan	B	3	6	14
2-Jan	C	2	2	8
2-Jan	C	4	6	8

[LivioLanzo · Accepted solution]

@Anonymous

you  need to build this model and then add these measures:

Cumu Bal by Combined

=IF (
    MIN ( 'Calendar'[Date] ) <= CALCULATE (
            MAX ( Data[Date] ),
            ALL ( 'Calendar' )
        ),
    CALCULATE (
        SUM ( Data[In] ),
        FILTER (
            ALL ( 'Calendar'[Date] ),
            'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
        ),
        ALL ( Companies )
    )
)

Cumu Bal by Company

=IF (
    MIN ( 'Calendar'[Date] ) <= CALCULATE (
            MAX ( Data[Date] ),
            ALL ( 'Calendar' )
        ),
    CALCULATE (
        SUM ( Data[In] ),
        FILTER (
            ALL ( 'Calendar'[Date] ),
            'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
        )
    )
)