Running Sum for Balance Sheet

[mohsinmasood]

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 

[mohsinmasood]

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

[rajendraongole1 · Accepted solution]

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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[mohsinmasood]

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

[rajendraongole1]

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

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