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ronaldbalza2023's avatar
ronaldbalza2023
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2 years ago
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Running Balance DAX Formula

Hello everyone,

I hope you're doing well. I have a question regarding creating a running balance DAX formula using a specific data table.

 

I'm working with a data table that includes columns for Date, Transaction Type (debit or credit), and Amount. My goal is to calculate a running balance based on these transactions. Essentially, I want to derive a cumulative balance that updates with each new transaction, adjusting based on whether it's a debit or credit.

 

Thank you in advance for any help you can provide.

 

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  • danextian's avatar
    danextian
    2 years ago

    Hi ronaldbalza2023 

    Create a dates table, relate that to your fact table and create this sample measure.

    Cumulative Total Revenue = 
CALCULATE (
    [Total Revenue],
    FILTER ( ALL ( Dates ), Dates[Date] <= MAX ( Dates[Date] ) )
)

    Please see attached pbix for details.

  • danextian's avatar
    danextian
    2 years ago

    hi ronaldbalza2023 ,

     

    Did you use a separate dates table as suggested? On top of that, you must use the date column from that dates table as the filter modifier ,  ALL (  Dates ), is applied to that table.