SUMIF based on current row date <=

[pateldev22]

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

[BrandonB · Accepted solution]

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. 

 

[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!