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Data4Beer
Frequent Visitor

Rolling 60 Day Balance

I am trying to do a 60 day rolling balance. Please review my screenshot below and help me see where I am going wrong.

Nothing is populating in the highlighted column. 

 

 60 Day Balance = CALCULATE(sum('BI - Discounts Balance'[Balance]),DATEADD('BI - Discounts Balance'[TransactionDate], 60, DAY))

 

 

Capture.PNG

 

Thank you !

1 ACCEPTED SOLUTION

Accepted Solutions
Super User III
Super User III

Re: Rolling 60 Day Balance

HI @Data4Beer

 

Try this MEASURE

 

Rolling balance =
CALCULATE (
    SUM ( TableName[Amount] ),
    DATESINPERIOD ( TableName[Date], SELECTEDVALUE ( TableName[Date] ), -60, DAY )
)
Try my new Power BI game Cross the River

View solution in original post

5 REPLIES 5
sdjensen Solution Sage
Solution Sage

Re: Rolling 60 Day Balance

You can't do this kind of calculation as a column - add the calculation as a measure instead.

/sdjensen
Highlighted
Microsoft v-ljerr-msft
Microsoft

Re: Rolling 60 Day Balance

Hi @Data4Beer,

 

Have you tried creating a measure instead to see if it works? If you still have any question on this issue, feel free to post here. Smiley Happy

 

Regards

Data4Beer
Frequent Visitor

Re: Rolling 60 Day Balance

 

 

 

 

Hi There

 

Yes I have just tried it as a calculation. When I display the result as a table, the rolling 60 day balance just reflects the balance amount as shown in the screenshot below

 

Capture.PNG

Super User III
Super User III

Re: Rolling 60 Day Balance

HI @Data4Beer

 

Try this MEASURE

 

Rolling balance =
CALCULATE (
    SUM ( TableName[Amount] ),
    DATESINPERIOD ( TableName[Date], SELECTEDVALUE ( TableName[Date] ), -60, DAY )
)
Try my new Power BI game Cross the River

View solution in original post

Data4Beer
Frequent Visitor

Re: Rolling 60 Day Balance

Thank you, this has worked!

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