Cumulative Total per Account

Hi AliceW ,

You can use the CUMULATIVE_SUM function to calculate the cumulative sum of a measure. Here is an example of how you can use it:

Cumulative Amount =
CALCULATE (
    SUM ( 'Opps'[Amount] ),
    FILTER (
        ALL ( 'Accounts' ),
        'Accounts'[Account] <= MAX ( 'Accounts'[Account] )
    )
)

This measure will calculate the cumulative sum of the Amount column from the Opps table for each row in the Accounts table, based on the Account column.

You can then use this measure in a pivot table or matrix visualization to display the cumulative amount for each account, like this:

If the problem is still not resolved, please provide detailed error information and let me know immediately. Looking forward to your reply.

Best Regards,
Henry

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