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RIboGustavo
Frequent Visitor

Running total by group

Hey guys, 

I'm trying to do a rolling cumulative capital by loan as follows:

schduleLoanPrincipalDueDateRT REQUIRED!
11abc3001/1/2022300
21abc3002/1/2022600
31abc3003/1/2022900
41abc3004/1/20221200
51abc3005/1/20221500
62df2001/1/2022200
72df2002/1/2022400
82df2003/1/2022600
92df2004/1/2022800
103gh5001/1/2022500
113gh5002/1/20221000
123gh5003/1/20221500
133gh5004/1/20222000
143gh5005/1/2022

2500

 

I've been going through the forum and tried several answers but nothing works. 

Tried with the following but it gives me the full total not cumulative by date. 

 

 

 

 

Column = CALCULATE( SUMX(loanschedules, loanschedules[principal]), filter(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= max(loanschedules[Date.1])))

 

 

 

 

Thanks all in advance. 

Cheers

1 ACCEPTED SOLUTION
RIboGustavo
Frequent Visitor

Solved. thanks all

Column = CALCULATE(SUM(loanschedules[principal]), FILTER(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= EARLIER(loanschedules[Date.1])))

 

View solution in original post

1 REPLY 1
RIboGustavo
Frequent Visitor

Solved. thanks all

Column = CALCULATE(SUM(loanschedules[principal]), FILTER(ALLEXCEPT(loanschedules,loanschedules[_loan]), loanschedules[Date.1] <= EARLIER(loanschedules[Date.1])))

 

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