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hafchez's avatar
hafchez
Frequent Visitor
4 years ago

Total balance for previous

Hi, I'm new to power bi,

I have a problem which users need to view the statement but the statement needs to shows the filtered amount and total of previous amount. Can anyone help me?

 

 

This is the data. For example, the user wanted to view the statement for month of June until November. The statement should shows the total amount (8.22) and previous amount (3.00) but they keep showing the same filtered amount. Appreciated for the help!

5 Replies

  • rajulshah's avatar
    rajulshah
    Icon for Resident Rockstar rankResident Rockstar

    Hello hafchez ,

     

    You can use DATEADD or DATESINPERIOD function. 
    Can you please send a sample file so that I can create the measure and provide the same?

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi hafchez ,

     

    If the “previous” means the first selections, you could create two slicers and use “Interaction” feature to control different filters, like:

    Or if it isn't your expected output, please describe your questions in more detail to help us clarify your scenario.

     

    Refer to

    Change how visuals interact in a report - Power BI | Microsoft Docs

     

     

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

    • hafchez's avatar
      hafchez
      Frequent Visitor

      Hi Anonymous,

      The data need to shows 2 different result. One for the filtered amount (which as per example, we need the result shown in the table) and another result for the total previous amount. For example, if I filtered user ID 1 for the selective date from Jan 2022 - Mar 2022, the table result will shows the transaction amount for Jan 2022 - Mar 2022 and for the card visual will shows automatic (maybe with DAX) the total amount for all previous data we have (if we have data from 2020, we need the total balanced calculated for all data from Jan 2020 - Dec 2021). The slicer are only for User ID and Date. Hope there is solution for this as I have tried many solutions from the community but theres always error because we have multiple data with same date.