Closing and Opening Balance

[farhadidrees]

Hi Team,

I am having following scenario, 

1-Closing balance of each month should be opening balance of next month.

2-Suppose I have initial Balance in January is 100 so in feb I need to have new column x in which i should have 

x = 100+ClosingCash

3- Now for month of March i should have x+ Closing Cash and so on of for all the months.

Any help would be highly appreciated.

Thanks.

[v-stephen-msft · Accepted solution]

Hi @farhadidrees ,

I think what you are asking is the running total in Power Query. Please refer to 

https://www.myonlinetraininghub.com/quickly-create-running-totals-in-power-query

In my opinion, DAX is easier and more convenient than M language for Running total. You can refer to

https://community.powerbi.com/t5/Desktop/Cumulative-Total/td-p/43115

Best Regards,

Stephen Tao

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

[watkinnc]

In an AddColumn dialogue, type:

= List.Zip({Table[Opening Balance], List.Skip(Table[Opening Balance)})[1][0]

This will give you your last month balance on the the new row, and you can just add the row math.

--Nate