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Swizal's avatar
Swizal
Frequent Visitor
2 years ago
Solved

Rolling balance

Hello Fellow Analysts,

I have a issue with the rolling balance row as shown in the picture. i want the balance( a measure) to become cumulative in the rolling balance row. In March 2024 it should show 8796, april 2024- 17235 (8796+8439) and so on. I cant unpivot the table to achieve this. Any other ideas on how this can work?

Need Help
  • Dangar332's avatar
    Dangar332
    2 years ago

    Hi, Swizal 

    try below measure

    Measure = 
SUMX(
    FILTER(
        ALL('Table'[Dtae],'Table'[Value],'Table'[Name],'Table'[Supplier Line]),
        'Table'[Dtae]<=MAX('Table'[Dtae]) && 
        'Table'[Name]=MIN('Table'[Name])  &&
        'Table'[Supplier Line]=min('Table'[Name])
    ),
        [Value]
)

     

    Best Regards,

    Dangar

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 Replies

  • Dangar332's avatar
    Dangar332
    Resident Rockstar
    2 years ago

    Hi, Swizal 

    Try below measure 

    Measure = 
SUMX(
    FILTER(
        ALL('Table'),
        'Table'[Dtae]<=MAX('Table'[Dtae])
    ),
        [Value]
)

     

    Best Regards,

    Dangar

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Swizal's avatar
      Swizal
      Frequent Visitor
      2 years ago

      Hi Dangar332 ,

      Thankyou for your inputs. It may seem that there is only one context of date ,except ,there is another context of the supplier. and a few more slicers like (line item, planner name) which comes into play. Please find the below snippet of the same.

      • Dangar332's avatar
        Dangar332
        Resident Rockstar
        2 years ago

        Hi, Swizal 

        try below measure

        Measure = 
SUMX(
    FILTER(
        ALL('Table'[Dtae],'Table'[Value],'Table'[Name],'Table'[Supplier Line]),
        'Table'[Dtae]<=MAX('Table'[Dtae]) && 
        'Table'[Name]=MIN('Table'[Name])  &&
        'Table'[Supplier Line]=min('Table'[Name])
    ),
        [Value]
)

         

        Best Regards,

        Dangar

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.