Forum Discussion
Cumulative Total Between Two Columns Where The First Set to Zero
Good Day, I have a situation that is illustrated by the table below:
| Date (Calendar Table) | Customer Name | Opening Balance | Invoice Tot | Subs | Closing Balance |
| July 1, 2019 | A | 0 | 100 | 20 | 80 |
| July 2, 2019 | A | (closing balance goes here) | 20 | 5 | 95 |
The idea is for the closing balance to become the opening balance at the start of each new day and continue on cumulatively. I have trouble ensuring that if this is the first day the customer is participating, the customer's opening balance is set to 0 and the closing balance keeps doing its thing onward.
Any suggestions?
DA12345 , Try measure like
Opening balanace = calculate(sum(Table[Invoice]) - sum(Table[TotSubs]) , filter(allselected('Date'), Date[Date] < max(Date[Date])))
Closing Balance = calculate(sum(Table[Invoice]) - sum(Table[TotSubs]) , filter(allselected('Date'), Date[Date] <= max(Date[Date])))if closing balance is already a column with number
Opening balanace
= CALCULATE(SUM(Table[closing balance ]),previousday('Date'[Date]))
3 Replies
DA12345 , Try measure like
Opening balanace = calculate(sum(Table[Invoice]) - sum(Table[TotSubs]) , filter(allselected('Date'), Date[Date] < max(Date[Date])))
Closing Balance = calculate(sum(Table[Invoice]) - sum(Table[TotSubs]) , filter(allselected('Date'), Date[Date] <= max(Date[Date])))if closing balance is already a column with number
Opening balanace
= CALCULATE(SUM(Table[closing balance ]),previousday('Date'[Date]))
Thank you. This works to a limited degree however, I have a date slider on the page that influences that table, if the earliest date range is not selected in that range, It doesn't present a correct closing balance based on what come before.
In my case, this I replaced ALLSELECTED() with ALL()
