Running Stockpile total

[bwjohnson]

I am trying to get a stockpile balance using Power BI.  I have 4 columns in my sample table with this data.  I would like to add a column that will show me the current stockpile balance.  This running total needs to start over whenever a new entry is made in the STOCKPILESURVEYTONS column.  So in the below data, my balance would be 408922 for every day from 1/1/24 thru 1/27/24.  On 1/27 the balance should be 400000 (new survey) then on 1/29 it should be 400500 (added 500 tons to pile) and on 1/30 the balance should be 400000 (removed 500 tons from pile).  How can I write that in DAX?

[talespin]

hi @bwjohnson ,

Sharing another method to do it

Logic Used

First get the max survey date for each row which is less than the current row date.

Calculate SUM for date >= date calculated above and <= current row date. 

Column =

VAR _CurrRowDate = TestTbl2[Dt]

VAR _LastSurveyDate = CALCULATE( MAX(TestTbl2[Dt]), REMOVEFILTERS(TestTbl2), TestTbl2[Dt] <= _CurrRowDate, TestTbl2[StockpileSurveyTons] <> BLANK())

RETURN CALCULATE(

                    SUMX( TestTbl2,

                    TestTbl2[StockpileSurveyTons] + TestTbl2[TonsToStockpile] - TestTbl2[TonsFromStockpile]

                    ),

                    REMOVEFILTERS(TestTbl2),

                    TestTbl2[Dt] >= _LastSurveyDate

                    && TestTbl2[Dt] <= _CurrRowDate

)

[Jihwan_Kim · Accepted solution]

Hi,

I tried to create a sample pbix file like below.

Please check the below picture and the attached pbix file whether it suits your requirement.

It is for creating a new calculated column.

expected result CC =
VAR _lastnonblankdate =
    MAXX (
        FILTER (
            Data,
            Data[date] <= EARLIER ( Data[date] )
                && Data[stockpilesurveytons] <> BLANK ()
        ),
        Data[date]
    )
RETURN
    SUMX (
        FILTER ( Data, Data[date] = _lastnonblankdate ),
        Data[stockpilesurveytons]
    )
        + SUMX (
            FILTER (
                Data,
                Data[date] >= _lastnonblankdate
                    && Data[date] <= EARLIER ( Data[date] )
            ),
            Data[tonstostockpile]
        )
        - SUMX (
            FILTER (
                Data,
                Data[date] >= _lastnonblankdate
                    && Data[date] <= EARLIER ( Data[date] )
            ),
            Data[tonsfromstockpile]
        )