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Helper III

8 years ago

Solved

finding transaction based on latest date - help

Hi all,

I have a table as follows

Type userid date amount balance

---------------------------------------------------

deposit 01 01-01-2018 20 101

withdraw 01 02-01-2018 101 00

deposit 02 02-01-2018 05 05

deposit 02 02-01-2018 10 15

I want to find the latest balance based on the date for each user. Can somebody please help?

Thanks,

Indhu.

Anonymous

Try these 3 measures:

Deposits = CALCULATE(
	SUM('YourTable'[amount]),
	ALL('YourTable'),
	'YourTable'[Type] = "deposit"
)

Withdrawals = CALCULATE(
	SUM('YourTable'[amount]),
	ALL('YourTable'),
	'YourTable'[Type] = "withdraw"
)

Balance = [Deposits] - [Withdrawals]

5 Replies

Anonymous
Not applicable
8 years ago
Try these 3 measures:

Deposits = CALCULATE( SUM('YourTable'[amount]), ALL('YourTable'), 'YourTable'[Type] = "deposit" )

Withdrawals = CALCULATE( SUM('YourTable'[amount]), ALL('YourTable'), 'YourTable'[Type] = "withdraw" )

Balance = [Deposits] - [Withdrawals]
- indhu
  Helper III
  8 years ago
  Anonymous Thanks for your reply. Sometimes the record doesn't match. I want to find the latest date in spite of the transaction type I want to find the latest date, and get the balance alone. Is that possible?
  
  Thanks,
  Indhu
  - Anonymous
    Not applicable
    8 years ago
    LASTDATE('Table'[DateField])
    
    That formula will provide you with the latest date in a table. You could put that inside a calculate statement.

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