Forum Discussion

JPrince_22's avatar
JPrince_22
Helper I
6 years ago
Solved

Cumulative sum using filtered dates

Hi all   i have a series of Graphs in Power BI which reference two different amount fields, and two date fields. There is an active relationship on one and the measure works fine, however when tryi...
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  • amitchandak's avatar
    amitchandak
    6 years ago

    Try one of the two.

     Deposits Received = var MaxAcc = MAXX('Servicing Accounts',[account_funded_date]) Return calculate(sum([ledger_balance]),('Servicing accounts'),'Servicing accounts'[account_funded_date] <=MaxAcc, userelationship('Servicing accounts'[account_funded_date],DateTable[Date]))
 
 Deposits Received =  calculate(sum([ledger_balance]), userelationship('Servicing accounts'[account_funded_date],DateTable[Date]))

     

    Can you share sample data and sample output.

amitchandak's avatar
amitchandak
Super User
6 years ago

Try MAXX

 

Deposits Received =
Var MaxAcc = MaxX('Servicing Accounts', [Account_funded_date])
Return
Caluclate(
Sum([Ledger_Balance]),
AllSelected('Servicing Accounts'),
'Servicing Accounts'[Account_Funded_date] <= MaxAcc,
UseRelationship('Servicing Accounts'[Account_Funded_date],DateTable[Date])
)

JPrince_22's avatar
JPrince_22
Helper I
6 years ago

Same result unfortunately