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cisrael's avatar
cisrael
New Member
4 years ago

Calculate Balance

Hi all! I am wanting to calculate a balance that will include the previous period's net change (Screenshot below), except for period one. Is this possible to do?     To add a little more inf...
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amitchandak's avatar
amitchandak
Super User
4 years ago

cisrael , a measure like

M1 = Sum(Table[Debits]) - sum(Table[Credit]) + CALCULATE(SUM(Table[Net Change]),previousmonth('Date'[Date]))

 

Same year =

CALCULATE(SUMX(Values('Date'[Month Year]), [M1] ),DATESYTD('Date'[Date],"12/31"))

 

Rolling 12

Rolling 12 = CALCULATE( SUMX(Values('Date'[Month Year]), [M1] ),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-12,MONTH))