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salmankhan_hm
Frequent Visitor

New column creation

Hi,

I want to create a column called Final_Balance which takes its first value from another column called Balance. The second value for this new column must be the second value of another called Credit added to the previous value of this column and so on.

Your help will be really appreciated. Thanks

 

salmankhan_hm_0-1682957147171.png

 

 

 

1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

 

Jihwan_Kim_0-1682962087687.png

 

final Balance CC =
VAR _mindate =
    MIN ( Data[Date] )
VAR _initialbalance =
    MAXX ( FILTER ( Data, Data[Date] = _mindate ), Data[Balance] )
VAR _currentdate = Data[Date]
RETURN
    SUMX (
        FILTER ( Data, Data[Date] <= _currentdate && Data[Date] > 1 ),
        Data[Credit/Debit]
    ) + _initialbalance

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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5 REPLIES 5
Jihwan_Kim
Super User
Super User

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

 

Jihwan_Kim_0-1682962087687.png

 

final Balance CC =
VAR _mindate =
    MIN ( Data[Date] )
VAR _initialbalance =
    MAXX ( FILTER ( Data, Data[Date] = _mindate ), Data[Balance] )
VAR _currentdate = Data[Date]
RETURN
    SUMX (
        FILTER ( Data, Data[Date] <= _currentdate && Data[Date] > 1 ),
        Data[Credit/Debit]
    ) + _initialbalance

 

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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Hi Kim,

Thanks for the help. you did it correctly but when I use the DAX you shared I am not getting the correct values. Please check the below screenshot:

salmankhan_hm_0-1683016862140.png

 

Hi,

Thank you for your message.

The DAX formula that I created was for creating a new column, not a new measure.

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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Hi Kim,

 

Thank you so much for the help. I got it now. I have another question if you don't mind. What if there is more than one value for Credit/Debit for the same date?  how can I get the same result for that case? 

Thank you so much 🙂 

Hi, 

Thank you for your message.

If you have a credit amount and a debit amount on the same date, it will produce the result that summarizes all values on the same date, and it shows the same number on the same date. If you have a specific order of the credict and the debit on the same date, the order has to be considered in the DAX formula.

I hope this helps.

Thank you.

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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