measure for recursive approach

Anonymous First, calculate the ProjectedStock for the initial period (e.g., 202508) using a calculated column. This will serve as the base for subsequent calculations.

ProjectedStock_Initial = [V1] + [V2] + Stock_At_Time - ([V3] + [V4])

Use a calculated table to iterate over the periods and calculate the ProjectedStock for each subsequent period. This approach avoids circular dependencies by storing intermediate results in a separate table.

ProjectedStockTable =
VAR BasePeriod = 202508
VAR MaxPeriod = 202511
RETURN
GENERATE(
FILTER(
ADDCOLUMNS(
GENERATESERIES(BasePeriod, MaxPeriod, 1),
"ProjectedStock",
VAR CurrentPeriod = [Value]
VAR PreviousPeriodStock =
IF(CurrentPeriod = BasePeriod,
[V1] + [V2] + Stock_At_Time - ([V3] + [V4]),
CALCULATE(
MAX(ProjectedStockTable[ProjectedStock]),
ProjectedStockTable[Period] = CurrentPeriod - 1
)
)
RETURN
PreviousPeriodStock + [V1] + [V2] - ([V3] + [V4])
),
[Value] >= BasePeriod
),
ROW("Period", [Value])
)

It would be easier for us to come up with a solution if you just provided a sample pbix with confidential data removed.

Use this

ProjectedStock =
VAR CurrPeriod = MAX(FactStock[Period])
VAR BasePeriod = 202508 // extraction period
VAR StartStock =
CALCULATE(MAX(FactStock[Stock_At_Time]), FactStock[Period] = BasePeriod)
VAR Movements =
SUMX (
FILTER ( FactStock, FactStock[Period] <= CurrPeriod && FactStock[Period] > BasePeriod ),
FactStock[V1] + FactStock[V2] - FactStock[V3] - FactStock[V4]
)
RETURN
StartStock + Movements

Hello !

I don't think that you need recursion here what I understood is that you need an anchored running balance. (please correct me if I am wrong).

You need to have a proper Date table related to your fact and a [YearMonth] column like 202508 (INT or TEXT). If your V1–V4 are columns you need to wrap them as measures.

Net Flow =
VAR Inflow  = COALESCE([V1],0) + COALESCE([V2],0)
VAR Outflow = COALESCE([V3],0) + COALESCE([V4],0)
RETURN Inflow - Outflow

You can create a disconnected table Anchor Period with one column [YearMonth] and let the user pick the extraction period :

Anchor Date =
VAR AnchorYM = SELECTEDVALUE('Anchor Period'[YearMonth])
RETURN
CALCULATE(
    MIN('Date'[Date]),
    ALL('Date'),
    'Date'[YearMonth] = AnchorYM
)

Or if you always want to anchor to the last period that has stock at time:

Anchor Date =
CALCULATE(
    MAX('Date'[Date]),
    FILTER(
        ALL('Date'),
        NOT ISBLANK( CALCULATE([Stock At Time]) )
    )
)

Then projected stock :

Projected Stock =
VAR tDate       = MAX('Date'[Date])
VAR anchorDate  = [Anchor Date]
VAR InitialStock =
    CALCULATE(
        [Stock At Time],
        ALL('Date'[Date]),
        'Date'[Date] = anchorDate
    )
VAR NetSinceAnchor =
    CALCULATE(
        [Net Flow],
        ALL('Date'[Date]),                               
        DATESBETWEEN('Date'[Date], anchorDate, tDate)   
    )
RETURN
IF(
    tDate < anchorDate,                                  
    BLANK(),
    InitialStock + NetSinceAnchor
)

Thankyou, bhanu_gautam, danextian, Shahid12523 and AmiraBedh for your responses.

Hi PBIDev01,

We appreciate your inquiry submitted through the Microsoft Fabric Community Forum.

Based on my understanding of the scenario, please find attached a screenshot and a sample PBIX file which may assist in resolving the issue:

We hope the information provided proves helpful. Should you have any further queries, please feel free to contact the Microsoft Fabric Community.

Thank you.

Hello again,

Thanks so much for sharing your ideas, they're really helpful. I'm currently putting together a sample file to share with you, but honestly, I think we're already close to a solution based on what you've suggested.
Thank you.

Anonymous  Hey,
Use this as your previous dax, I have created this.

ProjectedStock =
VAR CurrentPeriod = MAX(Calendar[Period])
VAR InitialStock = CALCULATE([V1]+[V2]+Stock_At_Time-[V3+V4], Calendar[Period] = 202508)
VAR ProjectedStockInitial = InitialStock

RETURN
SUMX(
FILTER(
ALL(Calendar[Period]),
Calendar[Period] <= CurrentPeriod
),
IF(
Calendar[Period] = MIN(Calendar[Period]),
ProjectedStockInitial,
[V1] + [V2] + [ProjectedStock] - [V3] - [V4]
)
)

Thanks

Harish M

Kindly give Kudos and accept it as solution if its solves your problem