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Balance Sheet - Anchoring Running Total Calculation
Hello!
I need to create a balance sheet from an Account Transaction table.
I only have two years of detail in the Transaction table (07/01/2015 - present), and I have a trial balance sheet that shows the ending balance as of 06/30/2017 (imported into Power BI). Is there a way to anchor the running total on the ending balance on the trial balance sheet?
Thanks in advance for your help!
What i do is simply add the ending balance measure with the transaction running total. Even if in separate tables, should work. But assumes you have either the gl account on the rows, or you have some kind of balance sheeet row code mapped to the gl accounts in both the ending balance and transaction tables.
2 Replies
Hi,
Show your datasets and the expected results.
What i do is simply add the ending balance measure with the transaction running total. Even if in separate tables, should work. But assumes you have either the gl account on the rows, or you have some kind of balance sheeet row code mapped to the gl accounts in both the ending balance and transaction tables.
