Running Total Measures

[anwargabr]

Dear ,  I need your help to prepare cashflow on power bi, the issue is that I can show the cash balance by running total measure for the total day, but if i tried to look by transaction I can't.

apperciate if some one could help in this.

[smpa01]

@anwargabr  try this measure

_runningBalance = 
CALCULATE (
    SUM ( Append1[Cr] ) - SUM ( Append1[Dr] ),
    FILTER ( ALLSELECTED ( 'Calendar' ), 'Calendar'[Date] <= MAX ( Append1[Date] ) )
)

[v-zhangti]

Hi, @anwargabr 

Can you provide simple EXCEL data and PBIX files for testing? Sensitive data can be removed. Also need to please clarify the meaning of some of your fields. What kind of results do you expect? Hopefully, you can show it with an example graph.

Looking forward to your reply.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[anwargabr]

Thanks, I have added the files , u can download it from here.

The isssue is when I'm using description with the second table in powerbi file, YTD dax is not working.

I need to show the availabe cash balance after each transactions
https://drive.google.com/file/d/1TFDG76opui9lwBqrd0CLsiRoj_nV3A4w/view?usp=sharing

[PunchBird]

Do you have a date table that contains all dates in the date range you are using? If not, YTD will not work.

[bcdobbs]

Can you provide a little more information?

Some examples of the data in the tables and a picture of your data model.

Even better would be a demo pbix with some fake data in it.

[anwargabr]

Thanks, I have added the files , u can download it from here.

The isssue is when I'm using description with the second table in powerbi file, YTD dax is not working.

I need to show the availabe cash balance after each transactions
https://drive.google.com/file/d/1TFDG76opui9lwBqrd0CLsiRoj_nV3A4w/view?usp=sharing