Forum Discussion
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
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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Appreciate your Kudos!!
4 Replies
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
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!!
Can you help me for equit as well as per my above requirements?
