Forum Discussion
laphroaig76
Helper I
3 years agoAccount statement with running total
Hello community I have connected our accounting system and now I want to map a bank statement in PowerBI. I have the following columns: Date, posting text, amount, running total. Now my current fo...
laphroaig76
Helper I
3 years agoThere is a proper Date table with all features in Power BI. Its name is Date'[Date]
I tried it with another formula and it works:
Saldo CHF = CALCULATE ( [Amount], FILTER(ALLSELECTED(buchung), buchung[Index] <= MAX(buchung[Index])))
I entered an index row and ordered it according this. But this solution is very slow. Any ideas?
- some_bih3 years ago
Community Champion
Hi laphroaig76 if you simply need running total (rt), and your solution is slow, one alternative is to calulate rt in power query. Check link. Hope this help
https://gorilla.bi/power-query/running-total/
- laphroaig763 years ago
Helper I
It does not help. I have not only shirts in my table. I have dozens of accounts and account transactions in this journal and for whatever reason, when I include the posting text, if the texts are the same, it adds this together and if there are new texts, it starts adding back at zero.