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amirel01's avatar
amirel01
Frequent Visitor
2 years ago
Solved

Running Balance and Adding Previous Month Balance

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.

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

    try to change ALLSELECTED to ALL 

4 Replies

  • amirel01's avatar
    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)
        )
    )
    • wdx223_Daniel's avatar
      wdx223_Daniel
      Icon for Community Champion rankCommunity Champion

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

      try to change ALLSELECTED to ALL