Forum Discussion
Balance value calculation
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
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] ) )
)