Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
alheita
Frequent Visitor

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:

 

alheita_1-1666085003814.png

 

 

 

 

3 REPLIES 3
ryan_mayu
Super User
Super User

@alheita 

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





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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

 

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

 

alheita_0-1666085163306.png

 

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.





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.