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Calculating Total Balances

Good afternoon,

I am working on a project where I am trying to add the total balances of id numbers. In order to get this, I need to pull the last balance posted from our files from several id numbers and add them together. I spent a great deal of time researching and came across a couple of ideas, like using LastNonBlank or date, but they aren't working. Here is some context using some dummy numbers.

ID               DATE            BALANCE

1                 2/13/17          500.00

1                 2/13/17          450.00

2                 2/09/17          100.00

3                 2/13/17          700.00

3                 2/13/17          300.00

4                 2/10/17         1500.00

So what I am trying to accomplish is to write a formula telling PBI to take the most recent balance for each ID and add them together (i.e. (ID 1) 450 + (ID2)  100 + (ID 3)  300 + (ID 4) 1500.00. I've listed the formula I've come up with below.

CALCULATE(SUM( 'TABLE'[Balance]), LASTNONBLANK('TABLE'[Date], SUM(TABLE[Balance])))

When I tried this, it appeared to add up all the numbers and not just the specific ones I am triyng to pull. Any help would be greatly appreciated.

1 ACCEPTED SOLUTION
Employee

Hi @tespinal,

In the resource data, there are multiple transaction in one day. But the time is different, so you want to get the lasted transaction and sum them, right? If it is, I try to reproduce using the sample data.

Then create a measure using the following formula.

`Result = CALCULATE(SUM(Table1[BALANCE]),FILTER(Table1,Table1[DATE]=CALCULATE(MAX(Table1[DATE]),ALLEXCEPT(Table1,Table1[ID]))))`

Create a card used to display the result, please see the following screenshot, it returns the expected result.

Best Regards,
Angelia

8 REPLIES 8
Memorable Member

The records need a field that uniquely defines "latest".  I don't see that.  One cannot rely on the order that they appear - you could add I think a Key field column  as part of the Query Editor that will autonumber - - at least I think so I've never tried.....

Anonymous
Not applicable

Hi @tespinal, are you writing this as a measure or a calculated column?

Frequent Visitor

I'm trying to write it as a measure so I can display it on a card visual.

Employee

I think I managed to get it working using the following formula.

Latest Balance = CALCULATE(SUM('Table'[BALANCE]),LASTNONBLANK('Table'[DATE],1))

I used a Multi Row Card with just [ID] and [Latest Balance] in the fields.

I also adjusted your data.  For [ID] 1 & 3 you had two values with the same date.  So I adjusted 1 to be earlier.

Proud to be a Datanaut!

Frequent Visitor

I appreciate the feedback, but the results from the formula same as the ones I got from my original formula. The balances may have the same date because they can change throughout the day, like a checking account. It's like if I have 3 checking accounts and I do multiple transactions throughout the day, I am looking to get the sum of all 3 account balances as of right now.

Employee

Hi @tespinal,

In the resource data, there are multiple transaction in one day. But the time is different, so you want to get the lasted transaction and sum them, right? If it is, I try to reproduce using the sample data.

Then create a measure using the following formula.

`Result = CALCULATE(SUM(Table1[BALANCE]),FILTER(Table1,Table1[DATE]=CALCULATE(MAX(Table1[DATE]),ALLEXCEPT(Table1,Table1[ID]))))`

Create a card used to display the result, please see the following screenshot, it returns the expected result.

Best Regards,
Angelia

Frequent Visitor

Thanks for the feedback everyone. We were able to come up with the solution using SQL query direct from the database. I appreciate all the help.

Employee

Hi @tespinal,

I am very gald to hear you have resolve your issue, please mark the corresponding reply as answer if it's helpful, so other people will find solution easily.

If you have other issues, please let me know.

Best Regards,
Angelia

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