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I have a data of trading like A1:G3 with the trade volume from date to date. Now i want to get the outstanding balance at the end of each day between that time. In excel i use Sumifs. Expected results as in A6:B11. Can you help to create in PBI?
Hi @Phunt
Please try this:
First of all, I create a sample table:
Then add a new table:
Table 2 =
VAR _newtable =
FILTER (
CROSSJOIN ( CALENDAR ( "2024-1-1", "2024-1-5" ), 'Table' ),
[Date] < MAX ( 'Table'[Value Date] )
&& 'Table'[Value Date] <> MAX ( 'Table'[Value Date] )
&& 'Table'[Mat Date] > [Date]
|| [Date] >= MAX ( 'Table'[Value Date] )
&& 'Table'[Value Date] = MAX ( 'Table'[Value Date] )
&& 'Table'[Mat Date] > [Date]
)
RETURN
SELECTCOLUMNS (
_newtable,
[Date],
"Outstanding Amt",
IF (
[Date] >= MAX ( 'Table'[Value Date] ),
MAX ( 'Table'[Amt] ) + MIN ( 'Table'[Amt] ),
'Table'[Amt]
)
)
The result is as follow:
Best Regards
Zhengdong Xu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you @ Zhendong Xu. but my actual data having thousands line (trade date - its may be years) so cannot using like this, right?
I have a Date Table, i would like to add a columm on this Date Table and using Dax on the colum, but its not workable. Can you help
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