topic Rolling balance in DAX Commands and Tips

Rolling balance

Swizal — Sun, 16 Jun 2024 15:49:32 GMT

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?

Re: Rolling balance

tharunkumarRTK — Sun, 16 Jun 2024 16:40:41 GMT

Swizal

You can follow this pattern for rolling sum
https://www.sqlbi.com/articles/computing-running-totals-in-dax/

Need Power BI consultation, hire me on UpWork .

If the post helps please give a thumbs up

If it solves your issue, please accept it as the solution to help the other members find it more quickly.

Tharun

Re: Rolling balance

Dangar332 — Sun, 16 Jun 2024 17:32:33 GMT

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.

Re: Rolling balance

Swizal — Mon, 17 Jun 2024 16:01:56 GMT

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.

Re: Rolling balance

Dangar332 — Tue, 18 Jun 2024 06:00:35 GMT

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.