How to make a child list of a parent list?

HI!!
I have the table rptCartera, independent for a report, that contains a virtual list column. This list returns only the loans that have a balance on the cut-off date. The primary key is the credit_ID.

List_Loans = Filter(Loans,AND([DisbursementDate]<=[_THISROW].[Cut-offDate],[Capital]>SUM(SELECT(Payments[Capital],AND([credit_ID]=[_THISROW-1].[credit_ID ],[Date]<=[_THISROW].[Cut-offDate])))))

Based on the List_Loans column, I need another column that returns the sum of the payments made for each loan that the List_Loans column returns.

So far I have been able to make a list of payments, but what I want is a list that shows the sum of each credit_ID in the List_loans column.
SELECT(Payments[Capital],AND(IN([Credit_ID],[_THISROW].[Loan_List]),([Date]<=[_THISROW].[Cutoff_Date]))) Thank

Thanks 

@MultiTech  @Koichi_Tsuji  @LeventK 

Captura de pantalla 2024-09-21 193225.png

0 2 154
2 REPLIES 2

SUM([List_Loans][Load_Payments_Total])

That should get you what you're looking for, provided:

  • [List_Loans] = a list of references to the Loans table
  • [Load_Payments_Total] = a column on the Loans table that holds the total for that loan

References are the key to making all the complicated stuff you're wanting to do work; once established you won't need to use SELECT() for anything.

----------------------------------------------------------------------------------------------------------------

The following video might help, it seems like it's what you're trying to do:

Thank you for your help.
The table that contains the payments, Payments[Principal], is different from the one that contains the loan information and they are related by the Credit_ID. I also need the list to show the sum of the payments for each loan listed in the Loan_List column.

I don't know if this can be done, or if I will have to do the calculations in the loans table.

 

Top Labels in this Space