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Hi all
I have a large table with a key that is made of YearWeek, and a forecast usually four weeks forward.
In the first row I have a startbalance, and in the forecasted weeks I have incoming and outgoing values that I need to add to the startbalance. I do also have a column with an Index.
(amountFreeCash + amountRestrictedCash) + incoming - outgoing
How can I approac this best? By DAX or in Power Query?
Thanks in advance.
Br Espe
Solved! Go to Solution.
Hi @jaco1951,
Please refer to below DAX formula:
StartBalance each week = VAR Accumulateincomingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[incoming] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR Accumulateoutgoingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[outgoing] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountFCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountFC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountRCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountRC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) RETURN IF ( Accumulateincomingprevious = BLANK (), 'YearWeek Forecast'[amountFC] + 'YearWeek Forecast'[amountRC], AccumulateamountFCprevious + AccumulateamountRCprevious + Accumulateincomingprevious - Accumulateoutgoingprevious ) EndBalance each week = 'YearWeek Forecast'[StartBalance each week] + 'YearWeek Forecast'[incoming] - 'YearWeek Forecast'[outgoing]
Best regards,
Yuliana Gu
Hi @jaco1951,
Please refer to below DAX formula:
StartBalance each week = VAR Accumulateincomingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[incoming] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR Accumulateoutgoingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[outgoing] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountFCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountFC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountRCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountRC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) RETURN IF ( Accumulateincomingprevious = BLANK (), 'YearWeek Forecast'[amountFC] + 'YearWeek Forecast'[amountRC], AccumulateamountFCprevious + AccumulateamountRCprevious + Accumulateincomingprevious - Accumulateoutgoingprevious ) EndBalance each week = 'YearWeek Forecast'[StartBalance each week] + 'YearWeek Forecast'[incoming] - 'YearWeek Forecast'[outgoing]
Best regards,
Yuliana Gu
Thank you Yuliana!
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