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pbi1908's avatar
pbi1908
Helper III
3 years ago
Solved

Calculate Running Balance

Hi dear all,    I have a problem of how to calculate the Running Balance. I already have a table with the Allocation of each payment and the history of an Invoice.  In my table if i have an Invoic...
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  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi  pbi1908 ,

     

    Here are the steps you can follow：

    1. Create calculated table.

    Table 2 =
CALENDAR(
    DATE(2023,2,1),
    DATE(2023,12,31))

    2. Create measure.

    Flag =
var _select=SELECTEDVALUE('Table 2'[Date])
return
IF(
MAX('Table'[INVOICE_DATE])=MINX(FILTER(ALL('Table'),'Table'[CUSTOMER_ID]=MAX('Table'[CUSTOMER_ID])),[INVOICE_DATE])
    &&
MAX('Table'[INVOICE_ID])=MINX(FILTER(ALL('Table'),'Table'[CUSTOMER_ID]=MAX('Table'[CUSTOMER_ID])),[INVOICE_ID])
,
MAX('Table'[REMAINING_BALANCE]),
IF(
    MAX('Table'[PAYMENT_DATE])=BLANK()&&MAX('Table'[INVOICE_ID])<>MINX(FILTER(ALL('Table'),'Table'[CUSTOMER_ID]=MAX('Table'[CUSTOMER_ID])),[INVOICE_ID]),BLANK(),
IF(
    MAX('Table'[PAYMENT_DATE])<=_select,MAX('Table'[REMAINING_BALANCE]),BLANK())
))
    Sum_All =
SUMX(
ALL('Table'),[Flag])

    3. Result:

    [Invoice_id]=101 is also during slicer filtering, so it is also added

     

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Anonymous's avatar
Anonymous
Not applicable
3 years ago

Hi  pbi1908 ,

 

Here are the steps you can follow：

1. Create calculated table.

Table 2 =
CALENDAR(
    DATE(2023,2,1),
    DATE(2023,12,31))

2. Create measure.

Flag =
var _select=SELECTEDVALUE('Table 2'[Date])
return
IF(
MAX('Table'[INVOICE_DATE])=MINX(FILTER(ALL('Table'),'Table'[CUSTOMER_ID]=MAX('Table'[CUSTOMER_ID])),[INVOICE_DATE])
    &&
MAX('Table'[INVOICE_ID])=MINX(FILTER(ALL('Table'),'Table'[CUSTOMER_ID]=MAX('Table'[CUSTOMER_ID])),[INVOICE_ID])
,
MAX('Table'[REMAINING_BALANCE]),
IF(
    MAX('Table'[PAYMENT_DATE])=BLANK()&&MAX('Table'[INVOICE_ID])<>MINX(FILTER(ALL('Table'),'Table'[CUSTOMER_ID]=MAX('Table'[CUSTOMER_ID])),[INVOICE_ID]),BLANK(),
IF(
    MAX('Table'[PAYMENT_DATE])<=_select,MAX('Table'[REMAINING_BALANCE]),BLANK())
))
Sum_All =
SUMX(
ALL('Table'),[Flag])

3. Result:

[Invoice_id]=101 is also during slicer filtering, so it is also added

 

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly