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Running total by group
Hey guys,
I'm trying to do a rolling cumulative capital by loan as follows:
| schdule | Loan | Principal | DueDate | RT REQUIRED! |
| 1 | 1abc | 300 | 1/1/2022 | 300 |
| 2 | 1abc | 300 | 2/1/2022 | 600 |
| 3 | 1abc | 300 | 3/1/2022 | 900 |
| 4 | 1abc | 300 | 4/1/2022 | 1200 |
| 5 | 1abc | 300 | 5/1/2022 | 1500 |
| 6 | 2df | 200 | 1/1/2022 | 200 |
| 7 | 2df | 200 | 2/1/2022 | 400 |
| 8 | 2df | 200 | 3/1/2022 | 600 |
| 9 | 2df | 200 | 4/1/2022 | 800 |
| 10 | 3gh | 500 | 1/1/2022 | 500 |
| 11 | 3gh | 500 | 2/1/2022 | 1000 |
| 12 | 3gh | 500 | 3/1/2022 | 1500 |
| 13 | 3gh | 500 | 4/1/2022 | 2000 |
| 14 | 3gh | 500 | 5/1/2022 | 2500 |
I've been going through the forum and tried several answers but nothing works.
Tried with the following but it gives me the full total not cumulative by date.
Column = CALCULATE( SUMX(loanschedules, loanschedules[principal]), filter(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= max(loanschedules[Date.1])))
Thanks all in advance.
Cheers
Solved. thanks all
Column = CALCULATE(SUM(loanschedules[principal]), FILTER(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= EARLIER(loanschedules[Date.1])))
1 Reply
Solved. thanks all
Column = CALCULATE(SUM(loanschedules[principal]), FILTER(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= EARLIER(loanschedules[Date.1])))