Forum Discussion
Balance value calculation
Good morning all!
Still wet behind the ears with Power BI, I'm trying to create a column that maintains a running balance based on date and transaction type. Here is my sample table. My problem is how to calcluate based on the [Transsaction] field (debits v credits)
Thanks for any assistance.
JimB
| Date | Transaction | Type | Amount |
| 1/1/2018 | 123 | Credit | 1500 |
| 1/1/2018 | 124 | Debit | 420 |
| 1/3/2018 | 125 | Debit | 360 |
| 1/4/2018 | 126 | Credit | 1650 |
| 1/6/2018 | 127 | Credit | 1200 |
| 1/10/2018 | 128 | Debit | 1000 |
Hi JimB-GA,
Based on my test, you could refer to below steps:
Sample data:
Create two calculated columns:
a = IF([Type]="Debit",-[Amount],[Amount])
Total running = CALCULATE(SUM(Table1[a]),FILTER('Table1','Table1'[Transaction]<=EARLIER(Table1[Transaction])))
And you could see the result:
You can also download the PBIX file to have a view.
https://www.dropbox.com/s/j4kh8ait0z2f69w/Balance%20value%20calculation.pbix?dl=0
Regards,
Daniel He
9 Replies
Hi JimB-GA,
Based on my test, you could refer to below steps:
Sample data:
Create two calculated columns:
a = IF([Type]="Debit",-[Amount],[Amount])
Total running = CALCULATE(SUM(Table1[a]),FILTER('Table1','Table1'[Transaction]<=EARLIER(Table1[Transaction])))
And you could see the result:
You can also download the PBIX file to have a view.
https://www.dropbox.com/s/j4kh8ait0z2f69w/Balance%20value%20calculation.pbix?dl=0
Regards,
Daniel He
Thanks so much. A perfect solution.
Hi JimB-GA,
Could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?
Regards,
Daniel He
What are your expected results
Try this calculated column
Running Total = CALCULATE ( SUM ( Table1[Amount] ), FILTER ( Table1, [Date] <= EARLIER ( [Date] ) && [Type] = EARLIER ( [Type] ) ) )Thank you Zabair.
The actual table name is 'Claire' and the type field is 'Transaction Type'.
I tried the following formula and received the error 'DAX comparison operations do not support comparing values of type Date with values of type Text. Consider using the VALUE or FORMAT function to convert one of the values.'
Running Total =
CALCULATE (
SUM ( Claire[Amount] ),
FILTER ( Claire, [Date] <= EARLIER ( [Date] ) & [Transaction Type] = EARLIER ( [Transaction Type] ) )
)I notified that I only used one ampersand where you formula used two. Inserting a second & into the formula gave me a value.
I must confess that I was not clear with the calculation I want to perform. Debits need to be subtracted from Credits for the balance column to work. Do I need to create a calculated column for the amount changing the sign on debits?
Thanks again for you help.
JimB
What is the end result you desire? Could you show it in the sample table
Date Transaction Type Amount 1/1/2018 123 Credit 1500 1/1/2018 124 Debit 420 1/3/2018 125 Debit 360 1/4/2018 126 Credit 1650 1/6/2018 127 Credit 1200 1/10/2018 128 Debit 1000
