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neeharikathota's avatar
neeharikathota
Frequent Visitor
5 years ago

@cumulative sum

Hi All ,    Iam trying to get a cumulative running  sum for the column 'SWAP Values' based on the Date column "SWAP Rate Date" . The running sum calculation should start from 'May 01 2020' till lat...
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neeharikathota's avatar
neeharikathota
Frequent Visitor
5 years ago

 

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 . 

 

v-robertq-msft 

 

 

v-robertq-msft's avatar
v-robertq-msft
Community Support
5 years ago

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:

https://qiuyunus-my.sharepoint.com/:u:/g/personal/xiaoxin_qiuyunus_onmicrosoft_com/EbhFCnArjBlAqA-jclhN93gB7zDfanjM-9NlF4Xm77uMMw?e=6jv1ih

 

 

Best Regards,

Community Support Team _Robert Qin

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