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Calculate Cumulative Amount for Individual ID and Pickup the date at which amount exceeded the targe

Hello ,

I have query regarding cumulative sum.

My Problem Statement is : I have table in which I have Account Number , Overdue Date, Total Amount and many such columns. Same account number have multiple entries which have different overdue date or have another value for other columns. So I want to derive such a date whose occured cumulative sum is greater than 1,00,000.

For eg:

 Account NO Overdue Date Amount Cumulative Sum AY00011 8/3/2022 10000 10000 AY00011 10/4/2022 50000 60000 AY00011 28/5/2022 50000 110000

In above table, I have account No : AY00011, which have different overdue dates and amounts. There is another column I need to calculate which is cumulative sum. Please share the logic for the same. And from that cumultaive sum I need to pickup the overdue date where cumulative sum for respective account is greater than 1 Lakh. In above case Cumulative Sum occurred greater than 1 Lakh at third row means we will pickup the date as "28/5/2022".

It will be great help , if anyone share any ideas to solve the same.

2 ACCEPTED SOLUTIONS
Community Support

Hi @ShivPB ,

I created a sample pbix file(see attachment), please check whether that is what you want.

``````Flag =
VAR _target = 100000
VAR _tab =
'Table',
"@culvalue",
CALCULATE (
SUM ( 'Table'[Amount] ),
FILTER (
ALL ( 'Table' ),
'Table'[Account NO] = EARLIER ( 'Table'[Account NO] )
&& 'Table'[Overdue Date] <= EARLIER ( 'Table'[Overdue Date] )
)
)
)
VAR _mindate =
MINX ( FILTER ( _tab, [@culvalue] > _target ), [Overdue Date] )
RETURN
IF ( SELECTEDVALUE ( 'Table'[Overdue Date] ) = _mindate, 1, 0 )``````

Then apply visual-level filter with the condition(Flag is 1) as below screenshot:

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Frequent Visitor

Thank you so much for the solution

2 REPLIES 2
Community Support

Hi @ShivPB ,

I created a sample pbix file(see attachment), please check whether that is what you want.

``````Flag =
VAR _target = 100000
VAR _tab =
'Table',
"@culvalue",
CALCULATE (
SUM ( 'Table'[Amount] ),
FILTER (
ALL ( 'Table' ),
'Table'[Account NO] = EARLIER ( 'Table'[Account NO] )
&& 'Table'[Overdue Date] <= EARLIER ( 'Table'[Overdue Date] )
)
)
)
VAR _mindate =
MINX ( FILTER ( _tab, [@culvalue] > _target ), [Overdue Date] )
RETURN
IF ( SELECTEDVALUE ( 'Table'[Overdue Date] ) = _mindate, 1, 0 )``````

Then apply visual-level filter with the condition(Flag is 1) as below screenshot:

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Frequent Visitor

Thank you so much for the solution

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