Forum Discussion
nirrobi
5 years agoHelper V
Running Total dependency based on previous date
Hi all, I have the below data - first 3 columns ( date & move & open) the rule open balance - 180,000 the max amount is 800,000 the min amount is 150,000 the blue columns are for explanation...
v-kelly-msft
5 years agoCommunity Support
Hi nirrobi ,
Modify the 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 _date1=CALCULATE(MAX('Table'[Date]),FILTER(ALL('Table'),'Table'[Date]<MAX('Table'[Date])&&'Table'[flag]=0))
var _sum1=SUMX(FILTER(ALL('Table'),'Table'[Date]<MAX('Table'[Date])&&'Table'[Date]>_date1&&'Table'[flag]=1),'Table'[Movement])+150000
Return
IF(_sum1>150000&&_sum1<800000,_sum1,800000)))))
And you will see:
For the related .pbix file,pls see attached.
Best Regards,
Kelly
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nirrobi
5 years agoHelper V
You are the best!!! 🙂
but (:-() - I face a problem in the below situation
in 202103 - the amount should be 150000 (150000-100000 is less the minimus 00> 150000)
in 202108 - the amount should be 300000 ( 800000-500000 --> 300000)