topic Running total by group in Desktop
https://community.powerbi.com/t5/Desktop/Running-total-by-group/m-p/2518654#M894362
<P>Hey guys, </P><P>I'm trying to do a rolling cumulative capital by loan as follows:</P><TABLE><TBODY><TR><TD>schdule</TD><TD>Loan</TD><TD>Principal</TD><TD>DueDate</TD><TD><FONT color="#FF0000">RT REQUIRED!</FONT></TD></TR><TR><TD>1</TD><TD>1abc</TD><TD>300</TD><TD>1/1/2022</TD><TD>300</TD></TR><TR><TD>2</TD><TD>1abc</TD><TD>300</TD><TD>2/1/2022</TD><TD>600</TD></TR><TR><TD>3</TD><TD>1abc</TD><TD>300</TD><TD>3/1/2022</TD><TD>900</TD></TR><TR><TD>4</TD><TD>1abc</TD><TD>300</TD><TD>4/1/2022</TD><TD>1200</TD></TR><TR><TD>5</TD><TD>1abc</TD><TD>300</TD><TD>5/1/2022</TD><TD>1500</TD></TR><TR><TD>6</TD><TD>2df</TD><TD>200</TD><TD>1/1/2022</TD><TD>200</TD></TR><TR><TD>7</TD><TD>2df</TD><TD>200</TD><TD>2/1/2022</TD><TD>400</TD></TR><TR><TD>8</TD><TD>2df</TD><TD>200</TD><TD>3/1/2022</TD><TD>600</TD></TR><TR><TD>9</TD><TD>2df</TD><TD>200</TD><TD>4/1/2022</TD><TD>800</TD></TR><TR><TD>10</TD><TD>3gh</TD><TD>500</TD><TD>1/1/2022</TD><TD>500</TD></TR><TR><TD>11</TD><TD>3gh</TD><TD>500</TD><TD>2/1/2022</TD><TD>1000</TD></TR><TR><TD>12</TD><TD>3gh</TD><TD>500</TD><TD>3/1/2022</TD><TD>1500</TD></TR><TR><TD>13</TD><TD>3gh</TD><TD>500</TD><TD>4/1/2022</TD><TD>2000</TD></TR><TR><TD>14</TD><TD>3gh</TD><TD>500</TD><TD>5/1/2022</TD><TD><P>2500</P></TD></TR></TBODY></TABLE><P> </P><P>I've been going through the forum and tried several answers but nothing works. </P><P>Tried with the following but it gives me the full total not cumulative by date. </P><P> </P><P> </P><P> </P><P> </P><LI-CODE lang="markup">Column = CALCULATE( SUMX(loanschedules, loanschedules[principal]), filter(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= max(loanschedules[Date.1])))</LI-CODE><P> </P><P> </P><P> </P><P> </P><P>Thanks all in advance. </P><P>Cheers</P>Mon, 16 May 2022 20:16:41 GMTRIboGustavo2022-05-16T20:16:41ZRunning total by group
https://community.powerbi.com/t5/Desktop/Running-total-by-group/m-p/2518654#M894362
<P>Hey guys, </P><P>I'm trying to do a rolling cumulative capital by loan as follows:</P><TABLE><TBODY><TR><TD>schdule</TD><TD>Loan</TD><TD>Principal</TD><TD>DueDate</TD><TD><FONT color="#FF0000">RT REQUIRED!</FONT></TD></TR><TR><TD>1</TD><TD>1abc</TD><TD>300</TD><TD>1/1/2022</TD><TD>300</TD></TR><TR><TD>2</TD><TD>1abc</TD><TD>300</TD><TD>2/1/2022</TD><TD>600</TD></TR><TR><TD>3</TD><TD>1abc</TD><TD>300</TD><TD>3/1/2022</TD><TD>900</TD></TR><TR><TD>4</TD><TD>1abc</TD><TD>300</TD><TD>4/1/2022</TD><TD>1200</TD></TR><TR><TD>5</TD><TD>1abc</TD><TD>300</TD><TD>5/1/2022</TD><TD>1500</TD></TR><TR><TD>6</TD><TD>2df</TD><TD>200</TD><TD>1/1/2022</TD><TD>200</TD></TR><TR><TD>7</TD><TD>2df</TD><TD>200</TD><TD>2/1/2022</TD><TD>400</TD></TR><TR><TD>8</TD><TD>2df</TD><TD>200</TD><TD>3/1/2022</TD><TD>600</TD></TR><TR><TD>9</TD><TD>2df</TD><TD>200</TD><TD>4/1/2022</TD><TD>800</TD></TR><TR><TD>10</TD><TD>3gh</TD><TD>500</TD><TD>1/1/2022</TD><TD>500</TD></TR><TR><TD>11</TD><TD>3gh</TD><TD>500</TD><TD>2/1/2022</TD><TD>1000</TD></TR><TR><TD>12</TD><TD>3gh</TD><TD>500</TD><TD>3/1/2022</TD><TD>1500</TD></TR><TR><TD>13</TD><TD>3gh</TD><TD>500</TD><TD>4/1/2022</TD><TD>2000</TD></TR><TR><TD>14</TD><TD>3gh</TD><TD>500</TD><TD>5/1/2022</TD><TD><P>2500</P></TD></TR></TBODY></TABLE><P> </P><P>I've been going through the forum and tried several answers but nothing works. </P><P>Tried with the following but it gives me the full total not cumulative by date. </P><P> </P><P> </P><P> </P><P> </P><LI-CODE lang="markup">Column = CALCULATE( SUMX(loanschedules, loanschedules[principal]), filter(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= max(loanschedules[Date.1])))</LI-CODE><P> </P><P> </P><P> </P><P> </P><P>Thanks all in advance. </P><P>Cheers</P>Mon, 16 May 2022 20:16:41 GMThttps://community.powerbi.com/t5/Desktop/Running-total-by-group/m-p/2518654#M894362RIboGustavo2022-05-16T20:16:41ZRe: Running total by group
https://community.powerbi.com/t5/Desktop/Running-total-by-group/m-p/2518678#M894369
<P>Solved. thanks all</P><LI-CODE lang="markup">Column = CALCULATE(SUM(loanschedules[principal]), FILTER(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= EARLIER(loanschedules[Date.1])))</LI-CODE><P> </P>Mon, 16 May 2022 20:33:39 GMThttps://community.powerbi.com/t5/Desktop/Running-total-by-group/m-p/2518678#M894369RIboGustavo2022-05-16T20:33:39Z