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This is in continuation of a Previous post. My objective is to create a table with month wise running balance of individual customer. My transactional data is simply a list of transactions (plus/minus).
I created a calendar table with individual months so that balance still shows even if there is no transactions. my issue is that I am unable to add customer id to the summarize table.
Calender = my own calender table that is linkedin to transactional table's date column
SF = Transactional Table
SF[Line Amt] = Transactions (plus / minus)
SF[ID] = Individual customer ID (cannot insert it here)
SUMMARIZE(Calender, Calender[Year Month], Calender[Year Month Number], "Amount", CALCULATE(sum(SF[Line Amt]), FILTER(ALL(SF), RELATED(Calender[Year Month Number]) <= EARLIER(Calender[Year Month Number]))))
Solved! Go to Solution.