Dynamic cumulation of calculated columns

[KMLAI]

'Cumulative Amount' and 'Shared Amount' are calculated column that

Cumulative Amount = VAR FTBO = FILTER(Table,Table[Name]=EARLIER(Table[Name])             &&Table[ISSUE_DATE]<EARLIER(Table[ISSUE_DATE])             ) VAR FTBT = FILTER(Table,Table[Name]=EARLIER(Table[Name])             &&Table[ISSUE_DATE]=EARLIER(Table[ISSUE_DATE])             &&Table[Index by Issue Date]<EARLIER(Table[Index by Issue Date])             ) return SUMX(FTBT,[Amount])+SUMX(FTBO,[Amount])+[Amount]

Shared Amount= if ([Cumulative Amount]>[Retention],[Share%]*[Amount],0)

What I actually want is to also take out the cumulative 'Shared Amount' from 'Cumulative Amount' so that

G4 =  3,000,000 -  750,000 =  2,250,000; H4 = 2,250,000*0.5 =  1,125,000 

and G5 =  7,909,130 - 1,125,000 -  750,000 =  6,034,130; H5 = 6,034,130* 0.5 =  3,017,065 

So I edited the last line of Cumulative Amount formula to

return

SUMX(FTBT,[Amount])+SUMX(FTBO,[Amount])+[Amount]-SUMX(FTBT,[Shared Amount])-SUMX(FTBO,[Shared Amount])

But it will hit the circular dependency error. I understand how it hit the circular dependency error if I am only looking at the same line but the table has already been filtered to exclude the current row so there should not be any circular reference.

Is it possible to be solved?

Thank you very much in advance for your help.

[v-zhangti]

Hi, @KMLAI 

You can try the following methods.

Previous Shared Amount = 
Var _N1=MAXX(FILTER('Table',[Name]=EARLIER('Table'[Name])&&[ISSUE_DATE]<EARLIER('Table'[ISSUE_DATE])),[Shared Amount])
Var _N2=MAXX(FILTER('Table',[Name]=EARLIER('Table'[Name])&&[ISSUE_DATE]=EARLIER('Table'[ISSUE_DATE])&&[Index by Issue Date]<EARLIER('Table'[Index by Issue Date])),[Shared Amount])
Return
_N1+_N2

Cumulative Amount2 = [Cumulative Amount]-[Previous Shared Amount]

Shared Amount2 = IF([Cumulative Amount2]>[Retention],[Share%]*[Cumulative Amount2],0 )

Is this the result you expect?

Best Regards,

Community Support Team _Charlotte

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

[KMLAI]

Thanks @v-zhangti.

the row 3 is same as expected but the row 4 is not as the [Cumulative Amount2] is referring to the [Shared Amount] instead of [Shared Amount2]. (i.e. It should be 7,909,130 - 1,125,000 - 750,000 = 6,034,130 while now we have 7909130 - 1500000 = 6409130)

By adding column means if I have 20 rows then I will 19*2 more columns.

Is there a simplifying way to do that?