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Helper V

Acumulate field

Hi all,
I need to find the accumulated value of an operation. I have this table:

 COUNT NAME DATE H D BALANCE 52000028 BANK1 31/12/2018 19.000,00 -    19.000,00 01/01/2019 1.640,00 - -    17.360,00 01/02/2019 1.635,00 - -    15.725,00 01/03/2019 1.630,00 - -    14.095,00 01/04/2019 1.625,00 - -    12.470,00 01/05/2019 1.620,00 - -    10.850,00 01/06/2019 1.615,00 - -       9.235,00 01/07/2019 1.610,00 - -       7.625,00 01/08/2019 1.605,00 - -       6.020,00 01/09/2019 1.600,00 - -       4.420,00 01/10/2019 1.595,00 - -       2.825,00 01/11/2019 1.590,00 - -       1.235,00 01/12/2019 21.120,00 -    22.355,00 TOTAL 17.765,00 40.120,00 -    22.355,00

and I want to find the column BALANCE that is equal to = Previous balance -D + H with the condition that if it is the first row of the group (COUNT) then it is equal to = -D + H. What is the DAX formula to get it?
Thank you.

3 REPLIES 3
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Community Support

Re: Acumulate field

hi, @Raul

You could use EARLIER Function in this formula to add a new column'

```Column =
VAR _firstdate =
CALCULATE (
MIN ( 'Table'[DATE] ),
FILTER (
'Table',
'Table'[COUNT] = EARLIER ( 'Table'[COUNT] )
&& 'Table'[NAME] = EARLIER ( 'Table'[NAME] )
)
)
RETURN
IF (
_firstdate = 'Table'[DATE],
- 'Table'[D] + 'Table'[H],
- CALCULATE (
SUM ( 'Table'[D] ),
FILTER (
'Table',
'Table'[DATE] = _firstdate
&& 'Table'[COUNT] = EARLIER ( 'Table'[COUNT] )
&& 'Table'[NAME] = EARLIER ( 'Table'[NAME] )
)
)
+ CALCULATE (
SUM ( 'Table'[H] ),
FILTER (
'Table',
'Table'[COUNT] = EARLIER ( 'Table'[COUNT] )
&& 'Table'[NAME] = EARLIER ( 'Table'[NAME] )
&& 'Table'[DATE] <= EARLIER ( 'Table'[DATE] )
)
) - 'Table'[D]
)```

Result:

By the way: On 1/110/2019, it should be -4420-0+1695=-2725 not -2825

here is pbix file, please try it.

Best Regards,

Lin

Community Support Team _ Lin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Highlighted
Helper V

Re: Acumulate field

Thank you very much for your help @v-lili6-msft,

I tried your new calculated column and I'll tell you if it worked for me.

Talk to you later.

Highlighted
Community Support

Re: Acumulate field

hi, @Raul

Best Regards,

Lin

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

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