Cumulative Bank Balance

ingvarp — Tue, 01 Aug 2023 07:17:32 GMT

Hello Everyone,

I want to create a measure that calculates the company´s bank balance.

So far, I have used the following code:

Cumulative Bank Balance =

CALCULATE( [ 10122 Amount],

FILTER(

ALLSELECTED('Date'),

'Date'[Date] <= MAX('Date'[Date] ))

)

which works fine if I want to show the value on a card (current bank balance) or on a visual that starts from the very beginning.

But, if I want to see the last year and choose 2023 from the filter, it does not consider the closing balance from 2022 and therefore does show an incorrect value.

Please help me to create a measure that calculates the cumulative amount even if I change the year or month from the filters.

Thank you so much!

Re: Cumulative Bank Balance

johnt75 — Tue, 01 Aug 2023 09:42:36 GMT

Change ALLSELECTED to ALL.

topic Re: Cumulative Bank Balance in DAX Commands and Tips

Cumulative Bank Balance

Re: Cumulative Bank Balance