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Edgar_massa's avatar
Edgar_massa
Helper II
2 years ago
Solved

balance calculation

Good night guys Here's the thing, I have a bank balance table that brings me the balance on the 1st of each month, and I have a fact table containing my realized balance (income - expense). I need ...
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  • Edgar_massa's avatar
    Edgar_massa
    2 years ago

    Good afternoon

    I managed to solve it as follows

     

        VAR Saldo1 = [Saldo Realizado] + [Saldo de Contas]

        VAR Calc =
        CALCULATE(
            [Saldo Realizado] + [Saldo de Contas],
            FILTER(
                ALLSELECTED(
                    dim_Calendario),
                    [Saldo Realizado] + Saldo1 ),
                   
                    dim_Calendario[Data] <= MAX(dim_Calendario[Data])
        )
     

     

     
    Very similar to your solution danextian 
     
    Very Thanks
     
danextian's avatar
danextian
Super User
2 years ago

Hi Edgar_massa ,

If i undestand your use case right, you're getting the running balance of Saldo Realizado and add it to  Saldo Bancario. Try these measures:

=
CALCULATE (
    [Saldo Realizado],
    FILTER ( ALL ( datestable ), datestable[date] <= MAX ( datestable[date] ) )
) + [Saldo Bancario]

=
CALCULATE (
    [Saldo Realizado],
    FILTER (
        ALLEXCEPT ( datestable, datestable[month] ),
        datestable[date] <= MAX ( datestable[date] )
    )
) + [Saldo Bancario]

=
CALCULATE ( [Saldo Realizado], DATESMTD ( datestable[month] ) ) + [Saldo Bancario]

 

If Saldo Realizado and Saldo Bancario are not measures, replace them with something like SUM( table[Saldo Realizado ] ) and SUM( table[Saldo Bancario] ).