Accumulate Month wise in table

[Anonymous]

Hi all,

I am trying to achieve cumulative sum in table chart month wise. I have attached a sample.

Till now I could get till this,

=RangeSum(Above(If(Only(Transaction_Date)=min(total  Transaction_Date), Sum(P_AND_L)/Sum(OPENING_CAPITAL),

((( Sum(P_AND_L)/Sum(OPENING_CAPITAL))+1)*rangesum(above(P_AND_L)/(OPENING_CAPITAL)))-1)), 0, NoOfRows())

Any help on this? Even i need to find best and worst value in accumulated sums.

[Anonymous]

I have it like that. Please find attached sample.

Hope its clear

[YoussefBelloum]

here is the expression to calculate your opening capital cumulation (or other Measure cumulation on dates):

choose the transaction date a Dimension

=RangeSum(Above(sum(OPENING_CAPITAL),0,RowNo()))

and here is the expression for the YTD (it will work on your 2018 data)

=sum({<TRANSACTION_DATE={'>=$(=YearStart(Today()))<=$(=Today())'}>}OPENING_CAPITAL)

for previous year (2017 for example):

=sum({<TRANSACTION_DATE={$(=YearStart(Today(),-1)}>}OPENING_CAPITAL)

[Anonymous]

Can you please attach qvw, I want to check for final accumulation as the value has to match with excel values.

As I am not getting correct values from the above expressions.