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Askand
New Member

How to visualize already existing subtotals for certain periods?

I have imported a CSV file from a bank into PowerBI and want to visualize the subtotals for certain periods.

 

For each transaction I have the following data/columns:

ID, value, date, subtotal, ....

 

The subtotal is showing the balance of the account after each transaction. For example:

ID: 122

Value: -1000 €

Date: June 26, 2019

Subtotal: 248000 €

 

ID: 123

Value: 2000 €

Date: June 26, 2019

Subtotal: 250000 €

 

I am now interested in visualizing the subtotals for each period to see a trend. For example a chart showing me the following:

End of April: 160000 €

End of May: 197000 €

Enf of June: 250000 €

 

The earliest subtotal of the CSV is already greater than 0, because the imported CSV is not starting at "day zero" including all the transactions (data is too old and not available). Therefore I am trying to use the subtotal column, but wondering if Power BI is able to use this for my purpose.

 

Thank you for you kind support.

1 REPLY 1
Anonymous
Not applicable

HI @Askand ,

In my opinion, I'd like to suggest you to use current subtotal to compare with previous subtotal(based on current id group) to get current amount.
If your confused on coding formula, please share some sample data for test.

Regards,

Xiaoxin Sheng

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