Forum Discussion

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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V-lianl-msft's avatar
V-lianl-msft
Community Support
4 years ago

Hi cisrael ,

 

Please try to create a measure like below:

Measure = 
var Balance_ = SUM('Table'[Debit])-SUM('Table'[Credit])
var Period_ = SELECTEDVALUE('Table'[Period ID])
var Debit_ = CALCULATE(SUM('Table'[Debit]),FILTER(ALLEXCEPT('Table','Table'[Account Number]),'Table'[Period ID] = Period_ -1))
var Credit_ = CALCULATE(SUM('Table'[Credit]),FILTER(ALLEXCEPT('Table','Table'[Account Number]),'Table'[Period ID] = Period_ -1))
return Balance_+Debit_-Credit_

 


Best Regards,
Liang
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  • cisrael6's avatar
    cisrael6
    New Member
    4 years ago

    Hi V-lianl-msft - thank you very much for your response! I have transferred the suggested measure but I am not getting the correct numbers. I'm sure it is something I am doing wrong, below is the output: