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nickjtay1
Advocate I
Advocate I

Last Available Balance as of Any Given Month End

Okay, so I have an activity table I created. The activity table reads like a bank statement but contains payments (-) and orders (+). There is an activity amount and a running balance for that particular customer for each transaction line. When the customer pays off their balance, it goes to zero.

 

I would like a measure that returns the most recent balance as of any given month end for a particular customer. Please note, supposing I have a visual for 2018YTD, and customer A has one transaction (a purchase which causes the balance to increase to say $10) in January, but no activity in February and March, I would like the measure to calculate as $10 in January, February, and March.

 

Also, supposing the aforementioned purchase didn't occur, but instead customer A made two purchases in January of $5 each, the balance reported for the second transaction would be $10 and I would like to report a $10 balance in January, February, and March (assuming no other activity in 2018)

1 ACCEPTED SOLUTION
v-chuncz-msft
Community Support
Community Support

@nickjtay1,

 

You may research the code generated by Quick measure Running total.

Community Support Team _ Sam Zha
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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1 REPLY 1
v-chuncz-msft
Community Support
Community Support

@nickjtay1,

 

You may research the code generated by Quick measure Running total.

Community Support Team _ Sam Zha
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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