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

Get Fabric Certified for FREE during Fabric Data Days. Don't miss your chance! Request now

Reply
Anonymous
Not applicable

Amortisation table (circular reference)

I am trying to create a amortisation table in powerBI but am stuck as circular references keep occuring.

 

A typical amortisation table has the opening present value, a repayment amount (fixed), an interest amount (variable)

Added together it becomes the closing present value.

 

However, I am currently stuck as my opening present value by nature includes the accumulation of all the interest amounts in previous periods. As a result, I cannot create an interest column (formula = opening present value * 0.01%), since it creates a circular reference. 

 

has anyone encountered this before?

Regards,

2 REPLIES 2
V-lianl-msft
Community Support
Community Support

Could you provide a sample pbix after removing sensitive data so that we can better understand your scenario.

amitchandak
Super User
Super User

@Anonymous , You need to think of measures like inventory.using initial or first period build up again

 

Inventory / OnHand  =
[Intial Inventory] + CALCULATE(SUM(Table[Ordered]),filter(date,date[date] <=max(date[date]))) - CALCULATE(SUM(Table[Sold]),filter(date,date[date] <=max(date[date])))

 

if this closing then we use  min for opening

 

Inventory / OnHand  =
[Intial Inventory] + CALCULATE(SUM(Table[Ordered]),filter(date,date[date] <min(date[date]))) - CALCULATE(SUM(Table[Sold]),filter(date,date[date] <min(date[date])))

// (month wise display)

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
November Power BI Update Carousel

Power BI Monthly Update - November 2025

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

Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors
Top Kudoed Authors