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JimB-GA's avatar
JimB-GA
Helper III
8 years ago
Solved

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...
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v-danhe-msft's avatar
v-danhe-msft
Microsoft Employee
8 years ago

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

JimB-GA's avatar
JimB-GA
Helper III
8 years ago

Thanks so much.  A perfect solution.

  • v-danhe-msft's avatar
    v-danhe-msft
    Microsoft Employee
    7 years ago

    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