Correct Balance Calculation

noahmcbride14 — Tue, 21 Feb 2023 19:43:09 GMT

I am working on a table that will calculate a Balance of running costs for a Material and then apply that cost based on a percentage of activity based on an occurrence in another table.

I am having trouble creating the calcualtion that I need without creating a circular reference. Here is a sample of how I want the data to look:

Month	Cost	% Apply	Total Cost	Applied	Total Applied	Outstanding	Outstanding Applied	Total Outstanding Applied	Outstanding Remaining
01	208.88	0	208.88	-	-	208.88		-
02	185.21	0.7714	394.09	142.87	142.87	251.22	161.13	161.13	90.09
03	57.82	1	451.91	57.82	200.69	251.22	90.09	251.22	-
04	32.31	1	484.22	32.31	233.00	251.22	-	251.22	-
05	28.9	0	513.12	-	233.00	280.12	-	251.22	28.90
06	35.31	0	548.43	-	233.00	315.43	-	251.22	64.21
07	0	0.3658	548.43	-	233.00	315.43	23.49	274.71	40.72

In Power Bi, I can easily reproduce Month, Cost, % Apply, Total Cost, Applied, and Total Applied. I am getting stuck on Applying Outstanding costs.

I want to create a column that will take costs that have not been applied from the previous month (Outstanding costs) and apply that value based on the % Apply in the current month. However, this does not reduce the Outstanding Value by the amount applied from the previous month.

For example, in Month 02 in the table above, my calculation should be:

Cost from Current Month * % Apply + Previous Month Outstanding * % Apply
185.21 * .7741 + 208.88 * .7741 = 305.065

My new Outstanding Cost should be Total Cost - Total Applied - Outstanding Applied
394.09 - 142.87 - 161.13 = 90.09

However, I do not know how to reduce the Outstanding value with referencing the column itself.

Does anyone have anyn ideas?

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Correct Balance Calculation