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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.

v-zhenbw-msft's avatar
v-zhenbw-msft
Icon for Community Support rankCommunity Support
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.