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mohsinmasood
Regular Visitor

Running Sum for Balance Sheet

i have one  question about running sum like below example 

mohsinmasood_0-1718352463770.png

 

 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 

mohsinmasood_1-1718352463772.png

 

 

1 ACCEPTED SOLUTION
rajendraongole1
Community Champion
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!
Appreciate your Kudos!!

 

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4 REPLIES 4
mohsinmasood
Regular Visitor

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

rajendraongole1
Community Champion
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!
Appreciate your Kudos!!

 

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

mohsinmasood_0-1718364531755.png

hope you can help me for this as well

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!
Appreciate your Kudos!!

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