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noahmcbride14
Regular Visitor

Correct Balance Calculation

I am working on a table that will calculate a Balance of running costs for a Material and then apply that cost based on a percentage of activity based on an occurrence in another table.

I am having trouble creating the calcualtion that I need without creating a circular reference. Here is a sample of how I want the data to look:

MonthCost% ApplyTotal Cost Applied  Total Applied  Outstanding  Outstanding Applied  Total Outstanding Applied  Outstanding Remaining 
01208.880208.88                  -                         -              208.88                                                -   
02185.210.7714394.09         142.87              142.87            251.22                           161.13                                      161.13                                   90.09
0357.821451.91           57.82              200.69            251.22                              90.09                                      251.22                                          -  
0432.311484.22           32.31              233.00            251.22                                    -                                        251.22                                          -  
0528.90513.12                  -                233.00            280.12                                    -                                        251.22                                   28.90
0635.310548.43                  -                233.00            315.43                                    -                                        251.22                                   64.21
0700.3658548.43                  -                233.00            315.43                              23.49                                      274.71                                   40.72

 

In Power Bi, I can easily reproduce Month, Cost, % Apply, Total Cost, Applied, and Total Applied. I am getting stuck on Applying Outstanding costs.

I want to create a column that will take costs that have not been applied from the previous month (Outstanding costs) and apply that value based on the % Apply in the current month. However, this does not reduce the Outstanding Value by the amount applied from the previous month.

For example, in Month 02 in the table above, my calculation should be:

Cost from Current Month * % Apply + Previous Month Outstanding * % Apply
185.21 * .7741 + 208.88 * .7741 = 305.065

My new Outstanding Cost should be Total Cost - Total Applied - Outstanding Applied
394.09 - 142.87 - 161.13 = 90.09

 

However, I do not know how to reduce the Outstanding value with referencing the column itself.

 

Does anyone have anyn ideas?

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