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sven7's avatar
sven7
Frequent Visitor
8 years ago
Solved

In and out-flow from money. Create difference and aggregate value by month.

Dear Power Bi Users,   I am struggling with a little issue right now. I did some research in this forum but did not find the right solution. Maybe I am just on the wrong path, this is why I hope th...
  • MFelix's avatar
    MFelix
    8 years ago

    Hi sven7,

     

    You are using a column you should use a measure, columns are always calculated at row level, measures are calculated at context level so taking into account the different levels of information.

     

    Change your column to a measure and it will work,

     

    Regards,

    MFelix

sven7's avatar
sven7
Frequent Visitor
8 years ago

MFelix Thanks again for your help. 

 

I have tried this approach, but it only gives me the same value for all dates. I have created a seperated table with the calendarauto function, made sure there is no connection to other tables and put in your formula and adjusted it according to my names. 

 

Do you have an idea why there is the same value everywhere?

 

Thanks in advance and BR

Sven

MFelix's avatar
MFelix
Icon for Super User rankSuper User
8 years ago

Hi sven7,

 

What is the month column you have in your table is it from calendar or from you data table?

 

Regards,

MFelix

  • sven7's avatar
    sven7
    Frequent Visitor
    8 years ago

    Hi MFelix,

     

    the month column in my table draws the month from the date a booking has been made on an account. 

     

    Month = Format(Logs[Date];"yyyy-MM")

    This is how my calendar table looks like, there is no connection to the other sheet.

     

    calendar = CALENDARAUTO(12)

    BR Sven

    • MFelix's avatar
      MFelix
      Icon for Super User rankSuper User
      8 years ago

      hi sven7,

       

      Create a month column on your calendar table and place that column on your visual

       

      Regards,

      Mfelix

      • sven7's avatar
        sven7
        Frequent Visitor
        8 years ago

        Hi MFelix,

         

        I used both ways, I am so far that it shows the balance or difference by each month, but not the rolling value. Also it is only showing 2017 and no previous years. 

         

        Any further tips are much appreciated thank you so much for your help.