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

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
Jnickson49
Regular Visitor

Getting Calculated column with Total Daily Balance from several transactions on same day same table

I am trying to create a calculated Column that provides me with the daily end balance for that day as shown below but struggling with the dax that would do something like this any ideas are much appreciated, thanks.

 

DateTransaction Balance After each transaction Index
1st Aug-505001
1st Aug-204802
1st Aug-604203
3rd Aug-603604
6rd Aug-1002605

 

Date Transaction  Balance After each transaction  Index Daily Balance
1st Aug-505001 
1st Aug-204802 
1st Aug-604203420
3rd Aug-603604360
6rd Aug-1002605260
1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@Jnickson49 Try:

Daily Balance Column =
  VAR __Date = [Date]
  VAR __Index = [Index]
  VAR __MaxIndex = MAXX(FILTER('Table',[Date] = __Date),[Index])
RETURN
  IF(__Index = __MaxIndex, [Balance After each transaction],BLANK())


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

View solution in original post

1 REPLY 1
Greg_Deckler
Super User
Super User

@Jnickson49 Try:

Daily Balance Column =
  VAR __Date = [Date]
  VAR __Index = [Index]
  VAR __MaxIndex = MAXX(FILTER('Table',[Date] = __Date),[Index])
RETURN
  IF(__Index = __MaxIndex, [Balance After each transaction],BLANK())


Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
Power BI Cookbook Third Edition (Color)

DAX is easy, CALCULATE makes DAX hard...

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.