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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.
customerId | Name |
1 | alpha |
2 | beta |
3 | gamma |
4 | delta |
5 | phi |
customerId | date | charge |
1 | 9/23/2018 | 5 |
2 | 9/23/2018 | 12 |
1 | 9/25/2018 | 13 |
3 | 9/25/2018 | 14 |
3 | 9/25/2018 | 41 |
5 | 9/27/2018 | 22 |
5 | 9/27/2018 | 17 |
customerId | date | payment |
1 | 9/12/2018 | 35 |
2 | 9/12/2018 | 23 |
1 | 9/16/2018 | 13 |
3 | 9/18/2018 | 14 |
3 | 9/25/2018 | 41 |
5 | 9/23/2018 | 2 |
5 | 9/23/2018 | 17 |
Solved! Go to Solution.
@jeronimo2334 hope attached will get you going
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@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.
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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