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Anonymous's avatar
Anonymous
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7 years ago
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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 02/01/20...
  • v-lili6-msft's avatar
    7 years ago

    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