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amirel01
Frequent Visitor

Running Balance and Adding Previous Month Balance

amirel01_0-1698344588513.png

I have calculated my running balance: if balance between available and scheduled is less than 0, than 0 otherwise the difference of available to scheduled - we can't carry over a positve balance. If you don't use it you lose it. My problem is that I then need adjusted scheduled hours to be scheduled hours + -running balance from previous month. You can see in my formula I used CALCULATE('Scheduled Hours Report'[Running Balance],PREVIOUSMONTH('Date'[Date])) but it's not pulling my running balance from the previous month. Is this because my running balance is from two different tables linked by date? If so, how do I get an adjusted scheduled hours column based on any negative difference between available and scheduled hours.

1 ACCEPTED SOLUTION

it seams PREVIOUSMONTH filters the date range, and ALLSELECTED can not remove that filter

try to change ALLSELECTED to ALL 

View solution in original post

4 REPLIES 4
amirel01
Frequent Visitor

Thanks for your help. Below is the other formula's. Let me know if there is anything else I can provide to get more help on solving this 🙂

Running Balance =
IF([Running Total Available Hours]-[Running Total Scheduled Hours]>0,0,[Running Total Available Hours]-[Running Total Scheduled Hours])

Running Total Available Hours =
CALCULATE(
    SUM('Available Hours'[Available Hours]),
    FILTER(
        ALLSELECTED('Date'[Date]),
        ISONORAFTER('Date'[Date], MAX('Date'[Date]), DESC)
    )
)



Running Total Scheduled Hours =
CALCULATE(
    [Scheduled Hours],
    FILTER(
        ALLSELECTED('Date'[Date]),
        ISONORAFTER('Date'[Date], MAX('Date'[Date]), DESC)
    )
)

it seams PREVIOUSMONTH filters the date range, and ALLSELECTED can not remove that filter

try to change ALLSELECTED to ALL 

That worked. Thank you so much!

wdx223_Daniel
Super User
Super User

can you show the code of other three measures?

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