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bhavana097
Frequent Visitor

Cumulative sum of netbalance

Hello, 
I'm successfully able to do a cumulative sum of netbalnce however, the value is not shown on the table as category data is not there for the given month 
Image for clarification: 
Cumulative actual is shown 0 in the table but the value should be picking up from the previous month + July(ie,  month net balance is zero ) 
expected shown figure 114,422 instead of 0 
however the cumulative total is correct but 0 in table doesn't match the total 

Formula used

 
    CALCULATE(Sum(new_shptransactionscurrentyears[Netbalance])),
               FILTER( ALLEXCEPT(new_shptransactionscurrentyears, new_shptransactionscurrentyears[new_fund], new_shptransactionscurrentyears[new_ieo - index], new_shptransactionscurrentyears[new_board]),
                new_shptransactionscurrentyears[new_postingdate] <= MAX(new_shptransactionscurrentyears[new_postingdate]) ))
 
 

problem.png

 

2 REPLIES 2
bhavana097
Frequent Visitor

Hello @amitchandak 

Doesn't seem to working for me: Can you please guide me in the following case

Cal.pngTable.png

amitchandak
Super User
Super User

@bhavana097 , Join with a date table and create measure like

 

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

 

Running Total/ Cumulative: https://www.youtube.com/watch?v=h2wsO332LUo&list=PLPaNVDMhUXGaaqV92SBD5X2hk3TMNlHhb&index=41

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