Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI DataViz World Championships are on! With four chances to enter, you could win a spot in the LIVE Grand Finale in Las Vegas. Show off your skills.

Reply
r0ot5
Frequent Visitor

Running balance carry over monthly

Hi All,

 

I'm trying to get a measure that will display the running balance carried over from previous month.

 

r0ot5_0-1603983319905.png

 

So here's what I'm tryin to do (C+D-E) will give me F as my closing balance then next month I carry over that closing balance and start again.

 

Thanks,

Marc

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@r0ot5 , Assuming you have a date you can get like this

Closing Balance = CALCULATE(Table([Purcahse])-SUM(Table[Sales]),filter(allselected(Table),Table[date] <=max(Table[Date])))

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@r0ot5 , Assuming you have a date you can get like this

Closing Balance = CALCULATE(Table([Purcahse])-SUM(Table[Sales]),filter(allselected(Table),Table[date] <=max(Table[Date])))

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Thanks for help, that's exactly what I needed :).

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

FebPBI_Carousel

Power BI Monthly Update - February 2025

Check out the February 2025 Power BI update to learn about new features.

Feb2025 NL Carousel

Fabric Community Update - February 2025

Find out what's new and trending in the Fabric community.

Top Kudoed Authors