DAX: Loop

[Mus123]

Hi all, I am trying to create a DAX loop that will help me solve the following:

Background:

1. I have a column for actuals
2. column for YearMonth (e.g 20209, 202010,202011,...............202209) 25 months
3. column for PaymentMonth
4. PaymentMonth has numbers 1 to 25 for each month
5. Each YearMonth has PaymentMonth #1 to 25

Pain point:

• Dax loop that will perform the following,
• The 20209 period -sum all actuals if the PaymentMonth <=25, 202010 period-sum all actuals if the PaymentMonth <=24,

 202011 period-sum all actuals if the PaymentMonth <=23...............................................20229 period-sum all actuals if the       PaymentMonth <=1,

[Mus123]

@Anonymous 

[Anonymous]

Hi  @Mus123 ,

I created some data:

Here are the steps you can follow：

1. Create calculated column.

Flag =
var _dis=DISTINCTCOUNT('Table'[YearMonth])
return
_dis - [PaymentMonth] +1

Loop =
var _1=SELECTCOLUMNS(FILTER(ALL('Table'),[YearMonth]=EARLIER('Table'[YearMonth])),"1",[PaymentMonth])
return
SUMX(FILTER(ALL('Table'),
'Table'[Flag] in _1 ),[Value])

2. Result:

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

[Mus123]

@Anonymous  my data looks like this:

Each year_month has payment_month that runs from 1 to 25.

Thank you.

P/S once the condition is met, I want to sum the actuals. e.g 20209 -sum all actuals if the payment month is <=25,

202010 -sum all actuals  if the payment month is <=24 ......etc