balance calculation

[Edgar_massa]

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 the print table just below

to calculate the simple sum of the balance made with the bank balance (- 1,406,019.86) + 7,738,756.96 which gives 6,332,737.10 on day 1, and this result of 6,332,737.10 is calculated on day 2 and so on.

Thanks

[Edgar_massa · Accepted solution]

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

[Ashish_Mathur]

Hi,

Share data in a format that can be pasted in an MS Excel file and show the expected result for a few line items.  Also, if possible, please translate the column names of the Tables in English.

[danextian]

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] ).