Running Total dependency based on previous date

Hi  nirrobi ,

Per your description,for date 202104,you are comparing values from the previous movement add 150 with 150,but for the last row ,you are comparing values from the current movement add 150,need it to modify as 387+110<800,so it should return as 497578?

If so,check below:

First,create a calculated column:

flag = 
var _mindate=CALCULATE(MIN('Table'[Date]),ALL('Table'))
Return
IF('Table'[Date]=_mindate,
IF('Table'[Movement]+'Table'[Open]<=150000,0,
IF('Table'[Movement]+'Table'[Open]>150000&&'Table'[Movement]+'Table'[Open]<800000,1,2)),
IF('Table'[Date]>_mindate,
IF('Table'[Movement]+150000<150000,0,
IF('Table'[Movement]+150000>150000&&'Table'[Movement]+150000<800000,1,2))))

Then create a measure as below:

Measure = 
var _mindate=CALCULATE(MIN('Table'[Date]),ALL('Table'))
var _total=SUMX(FILTER(ALL('Table'),'Table'[Date]<MAX('Table'[Date])),'Table'[Movement])
    var _n=CALCULATE(COUNTROWS('Table'),FILTER(ALL('Table'),'Table'[Date]<MAX('Table'[Date])))
    var _previousdate=CALCULATE(MAX('Table'[Date]),FILTER(ALL('Table'),'Table'[Date]<MAX('Table'[Date])))
    var _previousflag=CALCULATE(MAX('Table'[flag]),FILTER(ALL('Table'),'Table'[Date]=_previousdate))
    var _previousmove=CALCULATE(MAX('Table'[Movement]),FILTER(ALL('Table'),'Table'[Date]=_previousdate))
Return
IF(MAX('Table'[Date])=_mindate,
IF(MAX('Table'[flag])=0,MAX('Table'[Open]),
IF(MAX('Table'[flag])=1,MAX('Table'[Open])+MAX('Table'[Movement]),800000)),
 IF(MAX('Table'[Date])>_mindate,
    IF(_previousflag=0,150000,
    IF(_previousflag=1,
    var _sum=SUMX(FILTER(ALL('Table'),'Table'[Date]<MAX('Table'[Date])&&'Table'[flag]=1),'Table'[Movement])+150000
    Return
   IF(_sum>150000&&_sum<800000,_sum,800000)))))

And you will see:

For the related .pbix file,pls see attached.

Best Regards,
Kelly

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