Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Hi all
I have a large table with a key that is made of YearWeek, and a forecast usually four weeks forward.
In the first row I have a startbalance, and in the forecasted weeks I have incoming and outgoing values that I need to add to the startbalance. I do also have a column with an Index.
(amountFreeCash + amountRestrictedCash) + incoming - outgoing
How can I approac this best? By DAX or in Power Query?
Thanks in advance.
Br Espe
Solved! Go to Solution.
Hi @jaco1951,
Please refer to below DAX formula:
StartBalance each week = VAR Accumulateincomingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[incoming] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR Accumulateoutgoingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[outgoing] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountFCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountFC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountRCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountRC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) RETURN IF ( Accumulateincomingprevious = BLANK (), 'YearWeek Forecast'[amountFC] + 'YearWeek Forecast'[amountRC], AccumulateamountFCprevious + AccumulateamountRCprevious + Accumulateincomingprevious - Accumulateoutgoingprevious ) EndBalance each week = 'YearWeek Forecast'[StartBalance each week] + 'YearWeek Forecast'[incoming] - 'YearWeek Forecast'[outgoing]
Best regards,
Yuliana Gu
Hi @jaco1951,
Please refer to below DAX formula:
StartBalance each week = VAR Accumulateincomingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[incoming] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR Accumulateoutgoingprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[outgoing] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountFCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountFC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) VAR AccumulateamountRCprevious = CALCULATE ( SUM ( 'YearWeek Forecast'[amountRC] ), FILTER ( 'YearWeek Forecast', 'YearWeek Forecast'[Index] <= EARLIER ( 'YearWeek Forecast'[Index] ) - 1 ) ) RETURN IF ( Accumulateincomingprevious = BLANK (), 'YearWeek Forecast'[amountFC] + 'YearWeek Forecast'[amountRC], AccumulateamountFCprevious + AccumulateamountRCprevious + Accumulateincomingprevious - Accumulateoutgoingprevious ) EndBalance each week = 'YearWeek Forecast'[StartBalance each week] + 'YearWeek Forecast'[incoming] - 'YearWeek Forecast'[outgoing]
Best regards,
Yuliana Gu
Thank you Yuliana!
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
115 | |
100 | |
88 | |
69 | |
61 |
User | Count |
---|---|
151 | |
120 | |
103 | |
87 | |
68 |