Hi @bilearner12 ,
//Balance_Shift = CALCULATE(VALUES(isbank_account_balance[balance_amount]), isbank_account_balance[balance_id] = 1) + SUM(account_expenses[spent]) - SUM(account_income[amount])
It seems that the data above is missing this part of the data.
Please try like:
VAR _id = MAX('isbank_account_balance'[balance_id])
VAR _date = MAX('isbank_account_balance'[last_transction_date])
VAR _time = MAX('isbank_account_balance'[last_transction_time])
VAR _spent = CALCULATE(SUM('account_expenses'[spent]),FILTER(ALL('account_expenses'),'account_expenses'[buyDate]<=_date&&'account_expenses'[buyTime]<_time&&'account_expenses'[expenseld]=_id))
VAR _income = CALCULATE(SUM('account_income'[amount]),FILTER(ALL('account_income'),'account_income'[Date]<=_date&&'account_income'[Time]<_time&&'account_income'[ld]=_id))
VAR _result = SUM('isbank_account_balance'[balance_amount]) + _spent - _income
then please create a table visual and put this measure and 'isbank_account_balance'[balance_id] in the table.
If this does not work, please consider providing sample files and expected output.
Community Support Team
If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
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