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Balance Calculation in Power BI
Good afternoon!
I need to do a balance calculation in Power BI, where I have the columns of Revenue, Expense and BalanceThe operation should work each day that there was movement, so it will take the balance of the previous day and add the revenue and subtract the expense of the day, thus generating a new balance for that date. As in the following example:
How could I perform this function in Power BI?
Thank you in advance 🙂
- Solucion:
Balanço =VAR DataAtual = MAX('CR - Saldo'[Data])var _PagoAcum =CALCULATE([Saldo Realizado],FILTER(ALLSELECTED('CR - Saldo'),'CR - Saldo'[Data] <= DataAtual))RETURN[Saldo] + _PagoAcum
4 Replies
Hi,
Similar problem solved in the attached files.
Hope this helps.
Hi
This is the format I am using, where the [Saldo] is the value of the balance and the [Saldo Realizado] is the result of Revenue - ExpenseCan you help me make the correction?
- Balaço =VAR valor1 = [Saldo]VAR pago=CALCULATE([Saldo Realizado],FILTER('Export','Export'[Data] <= MAX('Export'[Data])))RETURNpago + valor1
- Solucion:
Balanço =VAR DataAtual = MAX('CR - Saldo'[Data])var _PagoAcum =CALCULATE([Saldo Realizado],FILTER(ALLSELECTED('CR - Saldo'),'CR - Saldo'[Data] <= DataAtual))RETURN[Saldo] + _PagoAcum
