Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The ultimate Microsoft Fabric, Power BI, Azure AI & SQL learning event! Join us in Las Vegas from March 26-28, 2024. Use code MSCUST for a $100 discount. Register Now

Reply
RIboGustavo
Frequent Visitor

Running total by group

Hey guys, 

I'm trying to do a rolling cumulative capital by loan as follows:

schduleLoanPrincipalDueDateRT REQUIRED!
11abc3001/1/2022300
21abc3002/1/2022600
31abc3003/1/2022900
41abc3004/1/20221200
51abc3005/1/20221500
62df2001/1/2022200
72df2002/1/2022400
82df2003/1/2022600
92df2004/1/2022800
103gh5001/1/2022500
113gh5002/1/20221000
123gh5003/1/20221500
133gh5004/1/20222000
143gh5005/1/2022

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

1 ACCEPTED SOLUTION
RIboGustavo
Frequent Visitor

Solved. thanks all

Column = CALCULATE(SUM(loanschedules[principal]), FILTER(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= EARLIER(loanschedules[Date.1])))

 

View solution in original post

1 REPLY 1
RIboGustavo
Frequent Visitor

Solved. thanks all

Column = CALCULATE(SUM(loanschedules[principal]), FILTER(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= EARLIER(loanschedules[Date.1])))

 

Helpful resources

Announcements
Fabric Community Conference

Microsoft Fabric Community Conference

Join us at our first-ever Microsoft Fabric Community Conference, March 26-28, 2024 in Las Vegas with 100+ sessions by community experts and Microsoft engineering.

February 2024 Update Carousel

Power BI Monthly Update - February 2024

Check out the February 2024 Power BI update to learn about new features.

Fabric Career Hub

Microsoft Fabric Career Hub

Explore career paths and learn resources in Fabric.

Fabric Partner Community

Microsoft Fabric Partner Community

Engage with the Fabric engineering team, hear of product updates, business opportunities, and resources in the Fabric Partner Community.

Top Solution Authors