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

Get Fabric Certified for FREE during Fabric Data Days. Don't miss your chance! Learn more

Reply
Anonymous
Not applicable

Running balance in matrix not appearing for every row/transaction

 

My matrix visual currently appears like this:

 

aarcheco_0-1707089168029.png

 

The measure for the 'Running Balance' column (green box) is:

ITF Reduction amount less Transaction Amount running total in Date =
CALCULATE(
    [ITF Reduction amount less Transaction Amount],
    FILTER(
        ALLSELECTED('Calendar'[Date]),
        ISONORAFTER('Calendar'[Date], MAX('Calendar'[Date]), DESC)
    )
)

 

The 'Running Balance' column is impacted by the 'ITF Reduction amount less Transaction Amount', which is just a net amount of the two columns previous to that one.

 

ITF Reduction amount less Transaction Amount = sum('Medicare'[ITF Reduction amount])-sum('CG'[Contribution])

 

I can see that the running balance is successfully being calculated and accommodating both the 'Contribution (CG)' and 'ITF Reduction (Medicare)' amount in its running total, however it is only appearing whenever the 'ITF Reduction (Medicare)' amount appears in the row.

 

How can I get the Running balance to appear for every row when an amount appears in either the 'Contribution (CG)' or 'ITF Reduction (Medicare)' column?

 

(I believe the root cause is due to the fact that the dates are unique between the Medicare table and the CG table, but that's just my guess).

3 REPLIES 3
Anonymous
Not applicable

Thanks for the suggestion. I have amended the mesure to remove the field from it, however unfortunately no change to the appearance of the matrix. 

Anonymous
Not applicable

Hi @Anonymous  

 

Maybe you can change 

ALLSELECTED('Calendar'[Date])

into 

ALLSELECTED('Calendar')

The difference being that ALLSELECTED specified only the table, and not the field within the table.

 

This link may help you:

PowerBI DAX - Running total using ISONORAFTER includes previous dates - Stack Overflow

 

Best Regards,

Zhengdong Xu

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

Ashish_Mathur
Super User
Super User

Hi,

Share the download link of the PBI file and show the expected result very clearly.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Helpful resources

Announcements
Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

October Power BI Update Carousel

Power BI Monthly Update - October 2025

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

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors