Runnig balance calculation

Question

Hello,&nbsp;I'm new to DAX, I want to calculate a running total column in a table with adjusted balance like the following:&nbsp;DateAdjusted Balance &nbsp;&nbsp;Transaction&nbsp;&nbsp;(desired column)Running balance&nbsp;01/01/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1000&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 0&nbsp;&nbsp;&nbsp;&nbsp; 1000&nbsp;02/01/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 10&nbsp;&nbsp;&nbsp;&nbsp; 1010&nbsp;05/01/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; -5&nbsp;&nbsp;&nbsp;&nbsp; 1005&nbsp;10/01/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 5&nbsp;&nbsp;&nbsp;&nbsp; 1010&nbsp;20/01/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 10&nbsp;&nbsp;&nbsp;&nbsp; 1020&nbsp;01/02/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 1015&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3&nbsp;&nbsp;&nbsp;&nbsp; 1018Adjusted Balance resets the transaction sum10/02/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; -50&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 968&nbsp;20/02/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 2&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 970&nbsp;01/03/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 971&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 0&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 971Adjusted Balance resets the transaction sum17/03/2020&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 974&nbsp;&nbsp;Could someone help me?&nbsp;Thanks in advanceRoberto

mfelix · Accepted Answer

Hi&nbsp;rlambertini&nbsp;,
&nbsp;
Add the following column to your model:
&nbsp;
Running_Balance =

VAR CurrentDate = 'Table'[Transaction_Date]
VAR LastDateWithValue =
    CALCULATE (
        MAX ( 'Table'[Transaction_Date] );
        FILTER (
            'Table';
            'Table'[Adjusted Balance   ] &lt;&gt; BLANK () &amp;&amp;
                 'Table'[Transaction_Date] &lt;= CurrentDate
        )
    )
RETURN
    CALCULATE (
        SUM ( 'Table'[Adjusted Balance   ] );
        FILTER (
            'Table';
                 'Table'[Transaction_Date] = LastDateWithValue
        )
    ) + 'Table'[Transaction]
&nbsp;
Result is below added your column for comparision reasons:

&nbsp;
&nbsp;

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Runnig balance calculation

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Date	Adjusted Balance	Transaction	(desired column) Running balance
01/01/2020	1000	0	1000
02/01/2020		10	1010
05/01/2020		-5	1005
10/01/2020		5	1010
20/01/2020		10	1020
01/02/2020	1015	3	1018	Adjusted Balance resets the transaction sum
10/02/2020		-50	968
20/02/2020		2	970
01/03/2020	971	0	971	Adjusted Balance resets the transaction sum
17/03/2020		3	974