Forum Discussion
Convert transactions to balance
Yes, I'd say the measure is the way to go here. It should work as desired in the chart if you take the date-field from your date-table and not from the transactions-table.
Link to file: https://www.dropbox.com/s/dc8budcqd68ogz4/PBI_CumTotalAllDates.pbix?dl=0
Memorable MemberHi ImkeF,
Oh, Both of your solutions and MarcelBeug'solution are interesting to learn. I'm having concern about performance benchmark for your apporach and Marcel's approach, cause i usually think as your nested sum approach for balance.
Community ChampionHi tringuyenminh92,
yes, performance is an issue if you do it in M/the query-editor, therefore the suggestion for a measure.
But the Partition-step in my query helps if for whatever reason you want to do it in M ;-)
- tringuyenminh92
Hi ImkeF,
The measure approach is clear to me. Could i have your sample pbix file that you are doing the converting with above M script, so I could quickly observe step by step to understand the role of Partition step? :smileyvery-happy: