Help with Running Total

[jdugas]

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 to it.

Reserve Beginning Balance + Reserve = Running Balance.

Any ideas how I would calculate Running Balance?

yearMonth  Reserve           Reserve Balance YTD          Reserve Beginning Balance              Running Balance
3/1/2017     ($11,100)         $107,000.00                       $0.00                                                 ($1,457,600.00)
2/1/2017     $63,600           $118,100.00                       $0.00                                                 ($1,382,900.00)
1/1/2017     $54,500           ($1,446,500.00)                  ($1,501,000.00)                                  ($1,446,500.00)

[Anonymous]

Hi

 Can you clearly explain the logic that used to derive the values of running balance column?  

Thanks

Hari

[v-sihou-msft · Accepted solution]

@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]

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?