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Swizal's avatar
Swizal
Frequent Visitor
2 years ago
Solved

Rolling balance

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 shoul...
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  • Dangar332's avatar
    Dangar332
    2 years ago

    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.

Dangar332's avatar
Dangar332
Icon for Resident Rockstar rankResident Rockstar
2 years ago

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.

Swizal's avatar
Swizal
Frequent Visitor
2 years ago

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.

  • Dangar332's avatar
    Dangar332
    Icon for Resident Rockstar rankResident Rockstar
    2 years ago

    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.