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jeronimo2334's avatar
jeronimo2334
Icon for Helper III rankHelper III
7 years ago
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Calculate Balance based on Date

Hi all,   So I have 3 tables, one with customers, one with customers' charges and one with customers' payments. I am trying to figure out a good way to get a balance for each customer. The user wan...
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MisterFry's avatar
MisterFry
Icon for Resolver III rankResolver III
7 years ago

You could create a disconnected date slicer that allows the user to select a date, detect that date via SELECTEDVALUE(), and use Balance = CALCULATE(SUM(CREDITS), date <= SELECTEDVALUE([DisconectedDateField])) - CALCULATE(SUM(DEBITS), date <= SELECTEDVALUE([DisconectedDateField])) 

 

You could generate the list of dates by either doing a SUMMARIZE() on a concatenation of your other table's date fields, or you could autogenerate them in power query using List.Generate()