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tahar1407
Frequent Visitor

Cumulative total with specific date and value

Hi there,

I’m trying since yesterday to find a solution for a specific issue concerning the cumulative total from a specific and forcing to add a specific value.
The specific date is 2021/03/01 and the value is 32000$

So, I need to see something like that:

Date                            Sales                           Cash Bank

2021/03/01                2356$                         32000$

2021/03/08                5688$                         37688$

 

If anyone has a solution or a way to resolve this report that can be very helpful.

Thank you all for your help

1 ACCEPTED SOLUTION

Hi family,

Sorry if I didn’t bring a lot of information

I find finally the solution with two measures as you can see here :
1- Cumulative Cash Balance = CALCULATE([Net Cash Flow],

    FILTER(ALL('Calendar'),'Calendar'[Week]<= MAX('Calendar'[Week]) && 'Calendar'[Week] > DATE(2021,03,01)))

 

2- Cash Balance = CALCULATE(3200000 + [Cumulative Cash Balance], FILTER('Calendar','Calendar'[TheWeek] <>DATE(2021, 03, 01)))

 

tahar1407_0-1624281187676.png

Thanks all for your help and hope this post can help others with the same issue 😉

View solution in original post

7 REPLIES 7
aj1973
Community Champion
Community Champion

Hi @tahar1407 

Your request is not clear!

Can you share more details, functions, measures, pictures, screenshots, Pbix file...

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook

tahar1407
Frequent Visitor

This what I have now :

tahar1407_0-1623852293316.png

I make a filter to see only data from 03/01/2021

What I need, is to change the first value of the Cash Balance from $210,310 to $320,000

So then, the cumulative of the Cash Bank will be $-169,675.4 and not $-279,365

 

Date                            Sales                           Cash Bank

2021/03/01                211,722.75$                           320,000$

2021/03/08                489,675.40$                           -169,675.4$

Hi @tahar1407,

It should help us clarify your scenario and test to coding formula if you please share some dummy data with a similar data structure and expected results. 

How to Get Your Question Answered Quickly  

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.
aj1973
Community Champion
Community Champion

But where these amounts are coming from? what are the measures behind the calculations? How do you get $320,000 instead of $210,310!

Are you able to share a Sample file? it would be faster for all the community to understand and help you.

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
My Website, LinkedIn and Facebook

tahar1407
Frequent Visitor

Hi Amine, 

 

Sorry for the delay.

 

Sales : the values came from a table. 

Cash Bank : 

CashBank = CALCULATE([Net Cash Flow],
FILTER(ALL('Calendar'), 'Calendar'[TheDate] <= MAX('Calendar'[TheDate])
)
)

@aj1973 could you please check your Facebook message

Thanks

Hi family,

Sorry if I didn’t bring a lot of information

I find finally the solution with two measures as you can see here :
1- Cumulative Cash Balance = CALCULATE([Net Cash Flow],

    FILTER(ALL('Calendar'),'Calendar'[Week]<= MAX('Calendar'[Week]) && 'Calendar'[Week] > DATE(2021,03,01)))

 

2- Cash Balance = CALCULATE(3200000 + [Cumulative Cash Balance], FILTER('Calendar','Calendar'[TheWeek] <>DATE(2021, 03, 01)))

 

tahar1407_0-1624281187676.png

Thanks all for your help and hope this post can help others with the same issue 😉

View solution in original post

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