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jeronimo2334
Helper III
Helper III

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 wants to select a date from a date picker and the table should return what the total balance up to that day was.

 

Any recommendations are welcome.

 

 

customerIdName
1alpha
2beta
3gamma
4delta
5phi

 

 

customerIddatecharge
19/23/20185
29/23/201812
19/25/201813
39/25/201814
39/25/201841
59/27/201822
59/27/201817

 

 

customerIddatepayment
19/12/201835
29/12/201823
19/16/201813
39/18/201814
39/25/201841
59/23/20182
59/23/201817
1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@jeronimo2334 hope attached will get you going



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2 REPLIES 2
parry2k
Super User
Super User

@jeronimo2334 hope attached will get you going



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

MisterFry
Resolver III
Resolver III

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()

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