Join us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.
Register now!Calling all Data Engineers! Fabric Data Engineer (Exam DP-700) live sessions are back! Starting October 16th. Sign up.
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
Join the Fabric FabCon Global Hackathon—running virtually through Nov 3. Open to all skill levels. $10,000 in prizes!
Check out the October 2025 Power BI update to learn about new features.
User | Count |
---|---|
12 | |
11 | |
9 | |
8 | |
8 |