Calculate Function With 2 Criteria

bravo1563

New Member
Joined
Dec 25, 2013
Messages
20
Hello All,
I have a pretty easy formula that I need to tweak. Below is my table data, I'll I'm trying to do is write a calculated column that sums any the values in (Value to Sum) on each row less than or equal to the "Date" and "Investor".

I've tried using the calculate function but nothing's filtering correctly I keep getting the total of 327. Here's the formula I've written
=CALCULATE(SUM([Value to Sum]),filter(Table1,Table1[Date]<=[Date]),FILTER(Table1,Table1[Investor]=[Investor]))

The Excel formula would look like this...sumifs(value to sum, date,"<=&Date", investor, "@investor")
So for example the "red" investor with the date of 6/15/2016" should return a value of 79 (57+22). Any help would be greatly appreciated, thanks!

DealInvestorDateValue to Sum
1red1/1/201657
2green5/5/201697
3blue10/2/201452
3yellow11/12/2015
5hello1/5/201349
4red6/15/201622
7yellow10/14/201550

<colgroup><col><col><col><col></colgroup><tbody>
</tbody>
 

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Code:
=CALCULATE(SUM([Value to Sum]),filter(Table1,Table1[Date]<=EARLIER( [Date] ) ),FILTER(Table1,Table1[Investor]=EARLIER( [Investor] ) ))
 
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