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steveorme69
Helper I
Helper I

Running Total on more than one field

1st post and only been using Power BI for 2 weeks !

 

I'm trying to build a cashflow report to show running balances across multiple bank accounts/nominal codes, I used the quick measure function but it only gave me the option to use one field for the running total. I need to calculate on the date and the nominal, by using the quick set-up I think it is adding up across all nominal codes with the same dates.

 

Net Balance running total in Date  =
CALCULATE(
 SUM('Sage Trans Raw Data'[Net Balance]),
 FILTER(
  ALLSELECTED('Sage Trans Raw Data'[Date]),
  ISONORAFTER('Sage Trans Raw Data'[Date], MAX('Sage Trans Raw Data'[Date]), DESC)
 )
)

 

 

 

Thanks

Steve

 

 

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