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sigtopo's avatar
sigtopo
Frequent Visitor
2 years ago

Continuous cumulative values

I have a table which contains bank transactions from several accounts (date,  account number,transaction name, value). For sample : 01/15/2023;Account01;Transaction n°1;-500$ 02/10/2023;Account02;...
Need Help
AlexisOlson's avatar
AlexisOlson
Super User
2 years ago

You probably want a date table with a relationship to both tables (you could also consider appending your tables so that the initial balance is the 0th transaction). Then you can write a cumulative measure with the handy WINDOW function.

 

Cumulative Balance =
CALCULATE (
    SUM ( Table1[Amount] ),
    WINDOW ( 1, ABS, 0, REL, ALL ( DateTable ), ORDERBY ( DateTable[Date] ) )
) + SUM ( Table2[Amount] )