cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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
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

Highlighted
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!

Helpful resources

Announcements
New Ranks Launched March 24th!

New Ranks Launched March 24th!

The time has come: We are finally able to share more details on the brand-new ranks coming to the Power BI Community!

‘Better Together’ Contest Finalists Announced!

‘Better Together’ Contest Finalists Announced!

Congrats to the finalists of our ‘Better Together’-themed T-shirt design contest! Click for the top entries.

Arun 'Triple A' Event Video, Q&A, and Slides

Arun 'Triple A' Event Video, Q&A, and Slides

Missed the Arun 'Triple A' event or want to revisit it? We've got you covered! Check out the video, Q&A, and slides now.

Top Solution Authors
Top Kudoed Authors