Rolling balance

[Swizal]

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?

[Dangar332]

Hi, @Swizal 

Try below measure 

Measure = 
SUMX(
    FILTER(
        ALL('Table'),
        'Table'[Dtae]<=MAX('Table'[Dtae])
    ),
        [Value]
)

Best Regards,

Dangar

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[Swizal]

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 · Accepted solution]

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.

[tharunkumarRTK]

@Swizal 

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

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Tharun