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alheita's avatar
alheita
Frequent Visitor
3 years ago

Conditional Rolling Sum

Hi

 

I am working on a data model that contains transactions from 'n fuel tank, the type of transactions is litres issues, litres received and tank readings. 

 

I am struggling to create a column that displays the tank level closing balance at the time of that transaction, it needs to be a rolling/culimative sum of the tank issues and receipts, but if there is a tank reading it needs to be the tank reading. I also need a second column that displays the value of the difference when a adjustment is made due to the tank reading. 

 

Stock Movement = issues (-) or receipts (+)

Tank Reading = transaction that displays the actual tank level (auto of manual reading)

 

Expected Columns:

Adjustment = Difference between tank reading and previous tank C/B

Tank Level C/B = Tank C/B above plus adjustment plus stock movement

 

Please see example done in excel below, I need a power bi dax version:

 

 

 

 

 

3 Replies

  • alheita 

    What's the expected output? It looks like closing balance column only do the accumulation.

    • alheita's avatar
      alheita
      Frequent Visitor

      Hi, please see below. I also updated the original post. 

       

      This is a excel version of what I need to create in power bi. 

       

       

      • ryan_mayu's avatar
        ryan_mayu
        Super User

        TANK C/B expected = F3+E3+D4, is this formula correct?

        if you want to get column E result , you need to have column F value; if you want to get column F result, you need to hae column E value?

        that's a circular reference.