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Anonymous
Not applicable

How to reset running total when the value is greater than 0

Hi, 

I would like to aks for help.

I have calendar, daily transactions and annulted daily transactions table in my model. 

Do you have any ideas how to create running totals measure , but with resetting when the "daily balance " > 0?

 

PGEORGAKIEVA_0-1636896215554.png

Additional : I will use date slicer to select needed dates in the report.

 

Thank you in advance for your cooperation.

 

Best Regards, 

8 REPLIES 8
Ashish_Mathur
Super User
Super User

Hi,

Please also show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Hi, 

Thank you for your prompt reaction 🙂 

The expected result is :

 

PGEORGAKIEVA_0-1636958741335.png

 

Best Regards, 

 

Hi,

I am still not clear with the logic of the last column.  Can you restate the logic in simple English.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Hi, 

Of cource. 

The logic is as follow: when the daily balace is positive the amount should be paid , so it becomes 0. But when we have a negative daily balace it should be reset with subsequent positive daily balances or if the next daily balances are negative to accumulate until offset wit positive ones.

 

Best Regards, 

Hi,

I can try to help.  Share the link from where i can download your PBI file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Hi, 

 

https://www.dropbox.com/s/dua64b9g0nmvaxi/Daily_Balance.pbix?dl=0

 

Thank you in advace 🙂

 

Best Regards, 

Expected Result = IF([daily_balance] < 0 , [daily_balance] , 0)
 Put this measure I think it will resolve your issue

Did I answer your question? If so, please mark my post as a solution!


Proud to be a Super User!




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Muhammad Hasnain



Anonymous
Not applicable

Hi, 

This will not work because when it is a negative value it should be accumulated ( with next negative value) and reset with a next positive value.  

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