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Sekhar1
Frequent Visitor

Running Bal

‎05-08-2023 03:47 AM

Hi All, 

 

Hope you are all well. 

I am getting incorrect values when calculating running balance which I need help with. Can you pls assist.

 

Running Balance Column calculation condition  =

1. IF Debit/Credit Date < Todays Date, (Credit Limit - Amt) when Entry Type = ( "DEBIT and CREDIT) 

2. IF Debit/Credit Date >= Todays Date, (Credit Limit - Amt) when Entry Type = "PENDING.

 

 

ID Name Credit Limit Credit Limit Start Date ENTRY TYPE Debit/Credit DateAmt Running Balance 
1Joe Bloggs 100005th Nov 2022DEBIT 7th Nov 2022-10009000
1Joe Bloggs 100005th Nov 2022DEBIT 15th Nov 2022-1008900
1Joe Bloggs 100005th Nov 2022DEBIT 7th Dec 2022-5008400
1Joe Bloggs 100005th Nov 2022CREDIT 15th Dec 20225008900
1Joe Bloggs 100005th Nov 2022DEBIT 7th Jan 2023-6008300
1Joe Bloggs 100005th Nov 2022DEBIT 8th Jan 2023-2008100
1Joe Bloggs 100005th Nov 2022DEBIT 10th Jan 2023-3007800
1Joe Bloggs 100005th Nov 2022PENDING15th Jan 20231507800
1Joe Bloggs 100005th Nov 2022PENDING20th Jan 20232007800
1Joe Bloggs 100005th Nov 2022PENDING23rd Jan 202307800
1Joe Bloggs 2000010th April 2023 CREDIT 15th April 2023020000
1Joe Bloggs 2000010th April 2023 DEBIT 20th April 2023-20019800
1Joe Bloggs 2000010th April 2023 DEBIT 20th April 2023-30019500
1Joe Bloggs 2000010th April 2023 PENDING30th April 2023 100020500
1Joe Bloggs 2000010th April 2023 PENDING30th June 2023 100021500
1Joe Bloggs 2000010th April 2023 PENDING30th July 202310021600
1Joe Bloggs 2000010th April 2023 PENDINGth Aug 202350022100

 

 

Thanks,

Sekhar

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Anonymous
Not applicable

‎05-08-2023 03:57 AM

@Sekhar1  Is Power BI recognizing your date columns as date data types?

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Sekhar1
Frequent Visitor
In response to Anonymous

‎05-08-2023 04:03 AM

Yes, date column is recognized as date data types. 

 

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