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Complicated Pivot Table Issue With SUMIF like logic.

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    Red face Complicated Pivot Table Issue With SUMIF like logic.

    This is a sample set of data:



    Funding is cumulative throughout the year and not particular to one month. So if it is 2022-03 Funding is 20 for MGMT and not 15. The larger data set has multiple Units for same dates in different rows as shown in a few examples in the sample set. Now in the pivot table, unfiltered the values for funding are correct since they are overall sums of funding for entire time frame 01-12. If I filter by date I only return the funding for that month instead of a summation of every month before that as well. So If I pick 2022-04 from the date slicer My funding in the pivot table should be MGMT funding: 20 Power Funding: 95 and Sales Funding: 90 but instead I get MGMT: 0 POWER: 20 SALES funding: 80. Is there any way to calculate this in power query, power pivot, etc in order to get this type of field.

    Picture of table attached




    Capture1.PNG
    Last edited by sbellmore; 10-19-2022 at 02:33 PM.

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