Problem with cumulative column

[sebastianharg]

Hello! I have a problem with this cumulative column, I dont know what im doing wrong, but the cumulative always show the result of  "total dolar" and not the cumulative as I want.

the measure "Loan Balance" is

Loan Balance = SUM(TANGODB2[Subtotal_Dolar])

thanks for the help!!

[sebastianharg]

Any Ideas? thanks!

[v-easonf-msft · Accepted solution]

Hi,  @sebastianharg 

If you are referring to the monthly cumulative calculation, please change your formula as follows:

Cumulative Loan Balance = 
CALCULATE (
    [Loan Balance],
    FILTER (
        ALL ( TANGODB2 ),
        ( TANGODB2[FECHA_EMIS].[Ano] = MAX ( TANGODB2[FECHA_EMIS].[Ano] ) )
            && (
                TANGODB2[FECHA_EMIS].[Mes] = MAX ( TANGODB2[FECHA_EMIS].[Mes] )
                    && ( TANGODB2[FECHA_EMIS] <= MAX ( TANGODB2[FECHA_EMIS] ) )
            )
    )
)

Best Regards,
Community Support Team _ Eason

[selimovd]

Hey @sebastianharg ,

your problem is the filter context.

Each line can only see the date of the current line.

What date frame do you want to summarize? From the beginning of the year until the chosen date? From the beginning of the data until the chosen date?

If it's from the beginning of the year, then use the TOTALYTD function in the CALCULATE statement.

If it's from the beginning of all records, then use DATESINBETWEEN with FIRSTDATE(ALL(myDateTable[Date])) in the CALCULATE statement.

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi

Follow me: twitter.com/DenSelimovic

[sebastianharg]

@selimovd  thanks for your help, i would like to cumulate something dinamic depending on the range of that I selected for example in this case, from the month of june , cumulative from 1st of june to 30 of june.

is this possible?