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Jnickson49
Regular Visitor

Getting Calculated column with Total Daily Balance from several transactions on same day same table

I am trying to create a calculated Column that provides me with the daily end balance for that day as shown below but struggling with the dax that would do something like this any ideas are much appreciated, thanks.

 

DateTransaction Balance After each transaction Index
1st Aug-505001
1st Aug-204802
1st Aug-604203
3rd Aug-603604
6rd Aug-1002605

 

Date Transaction  Balance After each transaction  Index Daily Balance
1st Aug-505001 
1st Aug-204802 
1st Aug-604203420
3rd Aug-603604360
6rd Aug-1002605260
1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@Jnickson49 Try:

Daily Balance Column =
  VAR __Date = [Date]
  VAR __Index = [Index]
  VAR __MaxIndex = MAXX(FILTER('Table',[Date] = __Date),[Index])
RETURN
  IF(__Index = __MaxIndex, [Balance After each transaction],BLANK())

@ me in replies or I'll lose your thread!!!
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DAX is easy, CALCULATE makes DAX hard...

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1 REPLY 1
Greg_Deckler
Super User
Super User

@Jnickson49 Try:

Daily Balance Column =
  VAR __Date = [Date]
  VAR __Index = [Index]
  VAR __MaxIndex = MAXX(FILTER('Table',[Date] = __Date),[Index])
RETURN
  IF(__Index = __MaxIndex, [Balance After each transaction],BLANK())

@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

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