Forum Discussion
@cumulative sum
Hi, neeharikathota
According to your picture, I found that your data column [SWAP Rate Date] is not correctly sorted, which leads to you can’t achieve the cumulative sum. You can follow my steps:
- Open power query editor, select the column you want to based on to achieve cumulative sum([SWAP Rate Date]), can click this:
- Add an index column as the cumulative key, like this:
- Create this measure:
Cumulative Sum =
CALCULATE(
SUM(Append2[SWAP Values]),
FILTER(ALLSELECTED('Append2'),Append2[Index]<=MAX('Append2'[Index])))
- Create a table chart and place columns, like this:
And you can get what you want.
If this result is not what you want, you can post some sample data(without sensitive data) and your expected result.
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Best Regards,
Community Support Team _Robert Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Robert ,
Thanks for your suggestions before , that helped a lot .
Iam trying to achieve cumulative sum based on Period date thats is repeating . So my cumulative sum should be grouped based on repeating Period dates . Can you help me achieve the 'Cumulative Expected Return expected result ' . As highlightes in red .. 35499=5559+5559+24381 for 01/05/2020 .
Hi, neeharikathota
According to your requirement, you can try this measure:
Cumulative Return expected result = CALCULATE( SUM('Table'[Return]), FILTER(ALLSELECTED('Table'),'Table'[Period Date]<=MAX('Table'[Period Date])))And this is my test pbix file:
Best Regards,
Community Support Team _Robert Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
