I need to calculate the cumulative interest of an investment over various months/ years, which instead of in the Excel source data is predefined and set from the beginning of the investment period, should reset based on the timeline slicer date range chosen. - The Excel clip represents the initial source data loaded into PBI, which commences 04/05/2015- If I change the slicer in PBI to 23/02/2017 - 31/12/2019 it gives me the cumulative interest from 04/05/2015, but I would like to see what the cumulative interest will be for the period selected, instead of the total period. - To further add to the complexity I would like to add a monthly deposit to the investment, which should be used to calculate that particular month's interest ...cumulatively over time. I gather I can do this with DAX filters and/ or variables somehow, but need guidance as to how to do it, please.

Hey Adriaan, sorry for the delay, I had to take care of some urgent family affairs, but nevertheless, here is my solution As you can see, the subtotal does not show what one would expect. This can be treated by a simple IF(HASONEVALUE('DimDate'[DateValue]), thecalculation, BLANK()) or by a more complex adoption of the calcualtion itself.The basic idea behind this solution is depicted in your Excel file (sheet: Investment), your Excel file and the pbix arehere The solution makes use of nested TableIterator SUMX(table, PRODUCTX(table, expression)*sum('Investment'[Investment])...) and the always mind-boggling EARLIER(...) I will explain this solution in much more detail, in the next days on my blog and will post the link to my blog. I have to admit that was not the easiest one :-) Hope this helpsTom

Cumulative time slicer calc | Microsoft Fabric Community

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