Calculated column for balance per customer in timeline

[Tamerlane]

Hi everyone,

I have a table with customer balances in a timeline. Now I want to show how the balance has developed over time, per customer, in a calculated column.

So for example, I have this table called CustomerTransactions:

Customer   Transdate    Balance    Desired column

112             1-1-2020     500           500

112             1-5-2020     900           1400

112             4-5-2020     -200          1200

113             1-1-2020     400            400

113             2-5-2020     -900           -500

113             8-5-2020     300            -200

Anyone know how to get this 'Desire column'? Thanks!

[v-alq-msft · Accepted solution]

Hi, @Tamerlane 

Based on your description, I created data to reproduce your scenario. The pbix file is attached in the end.

Table:

You may create a calculated column or a measure as below.

Calculated column:

Result Column = 
var _customer = [Customer]
var _transdate = [Transdate]
return
CALCULATE(
    SUM('Table'[Balance]),
    FILTER(
        ALL('Table'),
        'Table'[Customer]=_customer&&
        'Table'[Transdate]<=_transdate
    )
)

Measure:

Result Measure = 
var tab = 
ADDCOLUMNS(
    'Table',
    "Result",
    var _customer = [Customer]
    var _transdate = [Transdate]
    return
    CALCULATE(
        SUM('Table'[Balance]),
        FILTER(
            ALL('Table'),
            'Table'[Customer]=_customer&&
            'Table'[Transdate]<=_transdate
        )
    )
)
return
SUMX(
    tab,
    [Result]
) 

Result:

Best Regards

Allan

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

[amitchandak]

@Tamerlane 

as new column

Desired column= SUMX(filter(all(Table),Table[Transdate] <=earlier(Table[Transdate]) && Table[Customer] =earlier(Table[Customer])),Sales[Balance])

As new measure

Desired Measure = CALCULATE(SUM(Sales[Balance]),filter(all(Table),Table[Transdate] <=max(Table[Transdate]) && Table[Customer] =max(Table[Customer])))

[parry2k]

@Tamerlane check this post.

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