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kovan's avatar
kovan
Frequent Visitor
4 years ago
Solved

Calculating Total Balances

hi community   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 numbe...
Need Help
  • tamerj1's avatar
    tamerj1
    4 years ago

    kovan 

    Please use the following measure

    MyMeasure =
SUMX (
    SUMMARIZE (
        'Balance',
        'Balance'[created_at],
        'Balance'[account_id]
    ),
    CALCULATE (
        VAR maxid =
            MAX ( 'Balance'[id] )
        RETURN
            CALCULATE ( SUM ( 'Balance'[balance] ), 'Balance'[id] = maxid )
    )
)
rohit_singh's avatar
rohit_singh
Solution Sage
4 years ago

Hi kovan ,

Please create a calculated column as shown below :

Last Balance =

var _maxdate =
CALCULATE(
max(Balances[date]),
allexcept(Balances, Balances[ID])
)

var _maxbal =
CALCULATE(
max(Balances[BALANCE]),
FILTER(allexcept(Balances, Balances[ID]) && Balances[BALANCE], Balances[DATE] = _maxdate)
)

Return
if(Balances[DATE] = _maxdate, _maxbal, blank())
 
This is the result

 

Kind regards,

Rohit


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