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JimB-GA's avatar
JimB-GA
Icon for Helper III rankHelper III
8 years ago
Solved

Balance value calculation

Good morning all!   Still wet behind the ears with Power BI, I'm trying to create a column that maintains a running balance based on date and transaction type.  Here is my sample table.  My problem...
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v-danhe-msft's avatar
v-danhe-msft
Icon for Microsoft Employee rankMicrosoft Employee
8 years ago

Hi JimB-GA,

Based on my test, you could refer to below steps:

Sample data:

Create two calculated columns:

a = IF([Type]="Debit",-[Amount],[Amount])

Total running = CALCULATE(SUM(Table1[a]),FILTER('Table1','Table1'[Transaction]<=EARLIER(Table1[Transaction])))

And you could see the result:

You can also download the PBIX file to have a view.

 https://www.dropbox.com/s/j4kh8ait0z2f69w/Balance%20value%20calculation.pbix?dl=0

 

Regards,

Daniel He

  • JimB-GA's avatar
    JimB-GA
    Icon for Helper III rankHelper III
    8 years ago

    Thanks so much.  A perfect solution.

    • v-danhe-msft's avatar
      v-danhe-msft
      Icon for Microsoft Employee rankMicrosoft Employee
      8 years ago

      Hi JimB-GA,

      Could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?

       

      Regards,

      Daniel He