Cumulative total by Balance Sheet Account

**Macondo73** · 05-01-2014, 12:32 AM

I need to calculate the cumulative total by entity and by balance asset account. The table includes the following fields;
1. Entity
2. account,
3. Year
4. Month
5. Year-Month
6. Amount

I tried the following dax formula but i got an error.

=Calculate(sum([Amount]),filter(calculatetable(Table1,all(Table1[Entity]),all(table1[Account])),table1[yymm]<max(table1[yymm])))
This formula will be column 7 in the table ( data model)

Thanks for your assistance.

**:) Sixthsense :)** · 05-01-2014, 01:05 AM

Attach a sample workbook. Make sure there is just enough data to make it clear what is needed. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are demonstrated, mock them up manually if needed. Remember to desensitize the data.

Click on GO ADVANCED and use the paperclip icon to open the upload window.

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**Macondo73** · 05-01-2014, 08:41 AM

Hi Sixthsense,

Thank you for your help. As per your request attached is the sample file. Once you open the Powerpivot,you will see the column with dax formular where I'm getting an error. The Column label as "To be Cummulative" is the desire outcome.