Guidance on how to sum columns in matrix for waterfall payment report

[jdobbins]

Hi, I am working on a report that shows payments over time collected for a specific charge month. For example, in the screenshot below I have a row for charges posted in the month of January and the columns are showing months out from charge post. I would like to have the values for months out from 0-12 be cumulative instead of showing how how much in payments was collected each month.  Any help is appreciated. Thank you.

[v-rzhou-msft · Accepted solution]

Hi @jdobbins ,

I suggest you to try measure as below.

Cumulative for each column =
CALCULATE (
    SUM ( 'TableName'[Value] ),
    FILTER (
        ALLEXCEPT ( 'TableName', 'TableName'[Column in Matrix Column Field] ),
        'TableName'[Date] <= MAX ( 'TableName'[Date] )
    )
)

Best Regards,
Rico Zhou

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