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AlexDawson111's avatar
AlexDawson111
Frequent Visitor
2 years ago

Cumulative Totals for Balance Sheet

Hi,   Im looking for some advice as i have become stuck on a task regarding balance sheet measures. The Task I need to create a balance sheet that just looks at debit amounts. The visual ne...
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AlexDawson111's avatar
AlexDawson111
Frequent Visitor
2 years ago

To give some further info. This is the running total of the accounts when no slicer is in use and no date fields used in the matrix:-


When i place slicers selecting March and 2024 for example this is the result which is incorrect:-

 

The measure in use:-

CALCULATE(
  [Debit Amount],
  FILTER(
    ALL(Dim_Calendar[Date]),
    Dim_Calendar[Date] <= MAX(Dim_Calendar[Date])
  )
)




  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi AlexDawson111 

     

    Actually that I haven't understand what you are expression.

    Please share your data(exclude sensitive data) or create some sample data with Text format and your expected result with backend logic and special examples? It would be helpful to find out the solution. You can refer the following links to share the required info:

    How to provide sample data in the Power BI Forum

    How to Get Your Question Answered Quickly

     

    Best Regards

    Zhengdong Xu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.