How to calculate ending balances

[marcush]

So I have financial account data that just says the net change for that period. Is there a way to sum all previous net changes up to that date in power BI? Essentially I am trying to calculate the ending balances for each period in one column. It gets a little trickier when I have multiple accounts in the same data so I want it to be able to recognize different accounts if possible. Otherwise I think I will have to load all of the accounts individually into Power BI. Let me know if anyone has any suggestions.

Thanks!

[fbrossard]

Hi @marcush,

For your needs, you can use several DAX functions :

- CLOSINGBALANCEMONTH, CLOSINGBALANCEQUARTER, CLOSINGBALANCEYEAR

- LASTNONBLANK

- ENDOFMONTH, ENDOFQUARTER, ENDOFYEAR

and coupled them with a filter function or a CALCULATE.

This post should help you