Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Preparing for a certification exam? Ask exam experts all your questions on May 15th. Register now.

Reply
RafaelRSantos_
Frequent Visitor

Sum total previous date filtered

Hi,

I need help to create a measure to Sum Total Value before the date specified in slice.

I have a stars chema

FactAccountingMoviment

SkDimDate

SkDimAccount

CreditValueMoviment

DebtValueMoviment

DimDate

SkDimDate

Date

DimAccount

SkDimAccount

Account

 

Follows the desired layout

 

AccountDatePrevious BalanceCredit MovimentDebt MovimentPeriod MovimentActual Balance
6.0.1.2.323/out100523103
6.0.1.2.324/out103743106
6.0.1.2.325/out106514110

 

I need the previous ballance dax calc

1 ACCEPTED SOLUTION
RafaelRSantos_
Frequent Visitor

I look around documentation and inside forum and i create this result.

 

PreviousBalance =
VAR MinDate = CALCULATE( MIN('Public DimDate'[Date]), ALLSELECTED('Publico DimDate'[Date]) )
RETURN
CALCULATE(
SUMX('Account FactAccountingMoviment',
'Account FactAccountingMoviment'[CreditValue] - 'Account FactAccountingMoviment'[DebtValue])
,FILTER(ALL('Public DimDate'),'Public DimDate'[Date] < MinDate)
)

View solution in original post

1 REPLY 1
RafaelRSantos_
Frequent Visitor

I look around documentation and inside forum and i create this result.

 

PreviousBalance =
VAR MinDate = CALCULATE( MIN('Public DimDate'[Date]), ALLSELECTED('Publico DimDate'[Date]) )
RETURN
CALCULATE(
SUMX('Account FactAccountingMoviment',
'Account FactAccountingMoviment'[CreditValue] - 'Account FactAccountingMoviment'[DebtValue])
,FILTER(ALL('Public DimDate'),'Public DimDate'[Date] < MinDate)
)

Helpful resources

Announcements
PBIApril_Carousel

Power BI Monthly Update - April 2025

Check out the April 2025 Power BI update to learn about new features.

Notebook Gallery Carousel1

NEW! Community Notebooks Gallery

Explore and share Fabric Notebooks to boost Power BI insights in the new community notebooks gallery.

April2025 Carousel

Fabric Community Update - April 2025

Find out what's new and trending in the Fabric community.

Top Kudoed Authors