I wanted to perform a SUM on all measures where the data is less than/equal to the current rows date. For example, CategoryDateBenefits $Calculated SUM A06/08/20205 25 A06/09/20201035 A06/10/20201550 A05/02/202010 10 A06/01/20201020

SUMIF based on current row date <=

I wanted to perform a SUM on all measures where the data is less than/equal to the current rows date. For example,

Category	Date	Benefits $	Calculated SUM
A	06/08/2020	5	25
A	06/09/2020	10	35
A	06/10/2020	15	50
A	05/02/2020	10	10
A	06/01/2020	10	20

Accepted answers

BrandonB

One possible approach is appending the data to itself, feeding it through a filter where the source date <= the date column, summarizing on the date column with the fields desired, and then joining this back to your original data set. Workflow is attached.

Sum dates less than.png

sum dates less than.yxmd

All comments

BrandonB

Sum dates less than.png

sum dates less than.yxmd

BrandonB

The Running Total tool may also be of interest if your dates are already sorted in the order that is desired. This sums up a column of data within the group specified.

RobertOdera

Hi, @pateldev22

Try this.

Please mark as an acceptable solution + like, if it works for you.

Cheers!

For_pateldev22.yxmd

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