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Anonymous
Not applicable

Cumulative sum by date by condition

Hi,

I have a table with payments at different dates, associated with different conditions :

 Date Sum Condition 01/01/2018 5 A 01/01/2018 20 B 02/01/2018 10 B 02/01/2018 20 B 03/01/2018 10 A 03/01/2018 20 A 04/01/2018 15 B

I would like to calculate the cumulative sum by date, by condition, such as :

 Date Sum Condition Cumulative Sum 01/01/2018 5 A 5 01/01/2018 20 B 20 02/01/2018 10 B 30 02/01/2018 20 B 50 03/01/2018 10 A 15 03/01/2018 20 A 25 04/01/2018 15 B 65

I found this in a similar post :

Cumulative Sum=
CALCULATE (
SUM (Table[Sum]), FILTER (ALL (Table[Date] ),Table[Date] <= MAX ( Table[Date])))

But I don't see how to adapt to my case, so it takes in account the condition.

Any ideas?

1 ACCEPTED SOLUTION
Community Support

hi, @Anonymous

After my research, you could do these as below:

First is there some errors in your expected output “Cumulative Sum”

for 02/01/2018 condition B, why one row is 30 and another is 50

but 03/01/2018 condition A, why one row is 15 and another is 25

please check the expected output “Cumulative Sum”

and I have provided two formula for you to refer to:

```result 1 =
CALCULATE (
SUM ( 'Table'[Sum] ),
FILTER (
ALL ( 'Table' ),
'Table'[Condition] = EARLIER ( 'Table'[Condition] )
&& 'Table'[Date] < EARLIER ( 'Table'[Date] )
)
)
+ 'Table'[Sum]```
```result 2 =
CALCULATE (
SUM ( 'Table'[Sum] ),
FILTER (
ALL ( 'Table' ),
'Table'[Condition] = EARLIER ( 'Table'[Condition] )
&& 'Table'[Date] <= EARLIER ( 'Table'[Date] )
)
)```

Result:

here is pbix, please try it.

https://www.dropbox.com/s/wqt1qi8hphipnmk/Cumulative%20sum%20by%20date%20by%20condition.pbix?dl=0

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
4 REPLIES 4
Community Support

hi, @Anonymous

After my research, you could do these as below:

First is there some errors in your expected output “Cumulative Sum”

for 02/01/2018 condition B, why one row is 30 and another is 50

but 03/01/2018 condition A, why one row is 15 and another is 25

please check the expected output “Cumulative Sum”

and I have provided two formula for you to refer to:

```result 1 =
CALCULATE (
SUM ( 'Table'[Sum] ),
FILTER (
ALL ( 'Table' ),
'Table'[Condition] = EARLIER ( 'Table'[Condition] )
&& 'Table'[Date] < EARLIER ( 'Table'[Date] )
)
)
+ 'Table'[Sum]```
```result 2 =
CALCULATE (
SUM ( 'Table'[Sum] ),
FILTER (
ALL ( 'Table' ),
'Table'[Condition] = EARLIER ( 'Table'[Condition] )
&& 'Table'[Date] <= EARLIER ( 'Table'[Date] )
)
)```

Result:

here is pbix, please try it.

https://www.dropbox.com/s/wqt1qi8hphipnmk/Cumulative%20sum%20by%20date%20by%20condition.pbix?dl=0

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

Hi Lin,

What is the difference between result 1 and result 2

Regards,

Sai

Anonymous
Not applicable

Hi Lin, you are right about the error in my cumulative sum. Your formula 'result 2' works perfectly, thank you very much!

Community Champion

the code you posted should work fine as long as you put the Condition in the visual - e.g. in rows

Thank you for the kudos 🙂