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New Member

## How to do accumulate using a measure?

Hello, i am creating a report for rentabiliti using the rules that my client wants. At this moment i am facing a problem that can't solve.
I need to accumulate the rentabiliti of each month, using the exprexion.

((1+rentabiliti %)*(1+rentabiliti %))-1

The visual that i want to show the results is a matrix.

Details:

The rentabiliti measure.

01 Aporte Mes = CALCULATE(SUM(fMovimentacao[VALOR]),fMovimentacao[ACAO] = "REINVESTIMENTO ATIVO")*-1
.Investimento =
var vinvestimento
SUMX(SUMMARIZE( 'fRendimentosMensais','fRendimentosMensais'[ID], "MenorInvestimento",MIN(fRendimentosMensais[Investimento])),[MenorInvestimento])
var ainvestimento = v
investimento + [01 Investimento psterior]
Return
IF(ainvestimento < 0, BLANK(), ainvestimento)

02 Rent Final =
VAR rent1 = DIVIDE([01 Total Posição]-[01 Retirada Mes], [.Investimento])-1
VAR rent2 = DIVIDE(([01 Total Posição]-[01 Aporte Mes]-[01 Retirada Mes]),[01 Posi ant])-1
return
IF([01 Total Posição] = BLANK(),BLANK(),
IF([01 Posi ant] = BLANK(),
rent1,
rent2))
The visual I want to show the accumulated value.

5 REPLIES 5
New Member

I used the second measure and i got it simple acumulated.

Cumm Sum=

CALCULATE(sumx(values(dCalendario[Mes/Ano]),[02 Rent Final]) ,filter(all(dCalendario),dCalendario[Data]<=max(dCalendario[Data])))

But my rentabiliti is percentage, so i can'nt just sum, i need to do like:

((1+[02 Rent Final]){Month1}  * (1+ [02 Rent Final]) ){Month1}  -1 ......

It's possible?
Super User

Hi,

Your question is not clear.  Share some data, explain the question and show the expected result.  Share data in a format that can be pasted in an Excel file.

Regards,
Ashish Mathur
http://www.ashishmathur.com
Super User

@Roberto_F , Assuming you are using a date table, you can have measures like

Cumm Sum = CALCULATE(sumx(values('Date'[Date]),[02 Rent Final]) ,filter(all('Date'),'Date'[date] <=max('Date'[date])))

Cumm Sum = CALCULATE(sumx(values('Date'[Month Year]),[02 Rent Final]) ,filter(all('Date'),'Date'[date] <=max('Date'[date])))

New Member

Hello @amitchandak , thanks for your help.

I used the second measure and i got it simple acumulated.

Cumm Sum=

CALCULATE(sumx(values(dCalendario[Mes/Ano]),[02 Rent Final]) ,filter(all(dCalendario),dCalendario[Data]<=max(dCalendario[Data])))

But my rentabiliti is percentage, so i can'nt just sum, i need to do like:

((1+[02 Rent Final]){Month1}  * (1+ [02 Rent Final]) ){Month1}  -1 ......

It's possible?
Community Support

Hi @Roberto_F ,

You can change the final data format to percentage with this function:

Hope it helps!

Best regards,
Community Support Team_ Scott Chang

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