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Ajungx's avatar
Ajungx
Frequent Visitor
6 years ago
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Cumulative Total Balance per Line Under Certain Conditions

InvTable Inv. No Date Cst Name Amount Paid Balance CumBalance IN-001 01/08/19 C001 1000 800 200 200 IN-002 15/09/19 C002 800 0 800 800 IN-003 20/09/19 C001 1200 400...
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  • v-zhenbw-msft's avatar
    v-zhenbw-msft
    6 years ago

    Hi Ajungx ,

     

    We can create a measure to meet your requirement.

     

    CumBalance = 
CALCULATE (
    SUM ( 'Table'[Balance] ),
    FILTER (
        ALLSELECTED ( 'Table' ),
        'Table'[Cst Name] = MAX ( 'Table'[Cst Name] )
            && 'Table'[Date] <= MAX ( 'Table'[Date] )
    )
)

     

     

    If it doesn’t meet your requirement, could you please show the exact expected result based on the table that you have shared?

     

    Best regards,

     

    Community Support Team _ zhenbw

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

    BTW, pbix as attached.

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

Ajungx , Try with a date table

 

Cumm = CALCULATE(SUM(Table[Balance]),filter(date,date[date] <=maxx(date,date[date])))
Cumm = CALCULATE(SUM(Table[Sales Amount]),filter(date,date[date] <=max(Table[Date])))

or

Cumm = CALCULATE(SUM(Table[Balance]),filter(allselected(date),date[date] <=maxx(date,date[date])))

or

Cumm = CALCULATE(SUM(Table[Sales Amount]),filter(allselected(Table),Table[date] <=max(Table[Date])))