Calculating balances as per a date filter

[PEO]

Hey Guys,

Happy Friday! I hope you are doing well. I need your help regarding the following requirement.

There is a table containing transactions, as follows:

DATE	EMPLOYEE	TYPE	AMOUNT
5/22/2024	WKR01	A	-10
5/23/2024	WKR01	A	20
5/23/2024	WKR01	B	100
5/24/2024	WKR01	B	30
5/25/2024	WKR01	B	-40
5/23/2024	WKR02	B	-50
5/24/2024	WKR02	B	60
5/22/2024	WKR02	C	100
5/23/2024	WKR02	C	-50

The report should show the balances of AMOUNTs per EMPLOYEE, TYPE based on DATE. Example

Date filter = 5/23/2024

Expected result

EMPLOYEE	TYPE	BALANCE
WKR01	A	10
WKR01	B	100
WKR02	B	-50
WKR02	C	-50

Thanks for your help!

Regards,

PEO

[DataNinja777 · Accepted solution]

Hi @PEO ,

You can achieve your required output in many different ways and one of them is by writing a measure like below, which results in a visual which you are after.  

I attach an example pbix file.  

[PEO]

Hi @DataNinja777 ,

It worked as expected. Thanks for your help.

Regards,

Peter

[PEO]

Morning @DataNinja777 ,

Thanks for your quick response. I will take a look at it and get back to you.

Regards,

Peter