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Helper I
Helper I

Cumulative Balance Issue

I want the Cumulative Balance Updated column to be the cumulative of Balance Current Month Updated

 
 

snip.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The below formula is not working:

VAR Result_in =
Total
+ IF (
Total < 0,
Total * -1
)
RETURN
CALCULATE (
Result_in,
FILTER ( ALLSELECTED( ( ‘Date’ )), ‘Date’[Date] <= MAX ( ‘Date’[Date] ) )
)

 

 

Also the below is not working

Cumulative Balance Updated =
CALCULATE (
[Balance Current Month Updated],
FILTER ( ALLSELECTED( ( ‘Date’ )), ‘Date’[Date] <= MAX ( ‘Date’[Date] ) )
)

 

Link to pbix:

https://drive.google.com/file/d/1LcEYNZFgxKRLDbOZelNYltgxBmmg6buA/view?usp=sharing

1 ACCEPTED SOLUTION

Accepted Solutions
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@AnuTomy , I think across tables data is not getting added up in the context so forced that in suggested formula



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View solution in original post

3 REPLIES 3
Highlighted
Super User IV
Super User IV

@AnuTomy , Try like

Cumulative Balance Updated = 
VAR Result =
     CALCULATE (
            sumx(SUMMARIZE('Date','Date'[MonthnYear],"_1",[Balance Current Month Updated]),[_1]),
            FILTER ( ALLSELECTED ( 'Date' ), 'Date'[Date] <= MAX('Date'[Date] )
            ))
    
RETURN
    Result


Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

Highlighted

Thanks, that works ! But why was my formula not working?

Highlighted

@AnuTomy , I think across tables data is not getting added up in the context so forced that in suggested formula



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

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