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Regular Visitor

## Running Sum for Balance Sheet

i have one  question about running sum like below example

actually i am trying to build Balance sheet so the mechanism for BS is last year sum of value should add to next year transaction

1 ACCEPTED SOLUTION
Community Champion

Hi @mohsinmasood  - Create a running sum (cumulative total) for a Balance Sheet , hope you already have the seperate date tables  , if not please create a new date table.

Create a new measure for Accumulated Profit/Losses Running Sum:

Accumulated Profit/Losses Running Sum =
CALCULATE(
SUM(BalanceSheet[Accumulated Profit/Losses]),
FILTER(
ALLSELECTED(DateTable),
DateTable[Year] <= MAX(DateTable[Year])
)
)

similarly create for Netincome running and totals as below:

Total Running Sum =
CALCULATE(
SUM(BalanceSheet[Total]),
FILTER(
ALLSELECTED(DateTable),
DateTable[Year] <= MAX(DateTable[Year])
)
)

Once created , you can achieve a running sum for Balance Sheet data

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4 REPLIES 4
Regular Visitor

Can you help me for equit as well as per my above requirements?

Community Champion

Hi @mohsinmasood  - Create a running sum (cumulative total) for a Balance Sheet , hope you already have the seperate date tables  , if not please create a new date table.

Create a new measure for Accumulated Profit/Losses Running Sum:

Accumulated Profit/Losses Running Sum =
CALCULATE(
SUM(BalanceSheet[Accumulated Profit/Losses]),
FILTER(
ALLSELECTED(DateTable),
DateTable[Year] <= MAX(DateTable[Year])
)
)

similarly create for Netincome running and totals as below:

Total Running Sum =
CALCULATE(
SUM(BalanceSheet[Total]),
FILTER(
ALLSELECTED(DateTable),
DateTable[Year] <= MAX(DateTable[Year])
)
)

Once created , you can achieve a running sum for Balance Sheet data

Did I answer your question? Mark my post as a solution! This will help others on the forum!

Regular Visitor

Yes its working for accounts receivables but for equity we have to try different calculations because the basis is different

hope you can help me for this as well

Community Champion

Hi @mohsinmasood - Glad it works as per share, correct for account receivables we have to use another calculation. hope you can try .

Did I answer your question? Mark my post as a solution! This will help others on the forum!