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Anonymous's avatar
Anonymous
Not applicable
2 years ago
Solved

Running Stockpile total

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?

 

  • Jihwan_Kim's avatar
    Jihwan_Kim
    2 years ago

    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]
        )

     

2 Replies

  • Jihwan_Kim's avatar
    Jihwan_Kim
    Icon for Super User rankSuper User
    2 years ago

    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]
        )

     

  • talespin's avatar
    talespin
    Icon for Solution Sage rankSolution Sage
    2 years ago

    hi Anonymous ,

     

    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
    )