Forum Discussion

jdugas's avatar
jdugas
Advocate I
9 years ago
Solved

Help with Running Total

I can't seem to figure out how to write DAX to calculate what's in column Running Balance. The Reserve Beginning Balance is what starts the calculation on a year basis and each month Reserve is added...
Need Help
  • v-sihou-msft's avatar
    v-sihou-msft
    9 years ago

    jdugas

     

    I can't understand why the Running Balance for 3/1 is ($1,457,600.00). Based on your logic, it should be a cumulative sum for those two columns, you just need to create a YTD measure.

     

    Running Balance =
CALCULATE (
    SUM ( Table1[Reserve Beginning Balance] ) + SUM ( Table1[Reserve] ),
    FILTER (
        ALL ( Table1 ),
        Table1[Date] <= MAX ( Table1[Date] )
            && Table1[Date] >= DATE ( YEAR ( MAX ( Table1[Date] ) ), 1, 1 )
    )
)

     

     

    Regards,

Greg_Deckler's avatar
Greg_Deckler
Community Champion
9 years ago

It would seem that you could just create a measure that was a running total of Reserve and then simply add that to your Reserve Beginning Balance of your MIN date?