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jdearinger's avatar
jdearinger
New Member
9 years ago
Solved

Help: Building a deposit/withdrawal Calculation

I've been racking my brain around this and thought that I would ask the general community.   Use Case There are manual deposits and withdrawals into tanks and what we're attempting to build is som...
Need Help
  • v-caliao-msft's avatar
    v-caliao-msft
    9 years ago

    jdearinger,

     

    Based on your description, it seems that you need to get the runngint total to previous day for starting level, and runngint total to current day for end level. You can use the DAX below to create your measure.

    Starting Level = CALCULATE(SUM(Table1[Deposit])-SUM(Table1[Withdrawal])+100,FILTER(ALL(Table1[Date]),Table1[Date]<MAX(Table1[Date])))
    End Level = CALCULATE(SUM(Table1[Deposit])-SUM(Table1[Withdrawal])+100,FILTER(ALL(Table1[Date]),Table1[Date]<=MAX(Table1[Date])))

     

    Reference
    http://www.daxpatterns.com/cumulative-total/

     

    Regards,

    Charlie Liao

Anonymous's avatar
Anonymous
Not applicable
9 years ago

You should consider simply NOT adding calculated columns for Starting/Ending levels.

 

If you only had Date, Deposits, Withdrawls in the table, and a separate storage for initial starting level... the rest can be calculated in measures.

 

Current Balance := [Initial Balance] + CALCULATE(SUM(Transactions[Deposit]) - SUM(Transactions[Withdrawal]), LASTDATE(Calendar))