Showing results for 
Search instead for 
Did you mean: 
Helper I
Helper I

Self-referencing column

Not sure if my title is accurate, but I wasn't sure how to phrase what I need. 


Below is a sample table of data. I want to fill in the [Monthly Position] column using a forumla that would be simple in Excel, but is difficult here given my lack of m/DAX programming knowledge.




The formula would be: (previous month's Position) + (current month's Billing) - (current month's Collections)


The correct results should look like this:




I feel like the answer is easy but I'm just missing it for some reason. Any help is much appreciated!!!

Super User
Super User

Hi @sethwallin 

Please always show your sample data in text-tabular format in addition to (or instead of) the screen captures. A screen cap doesn't allow people to readily copy the data and run a quick test and thus decreases the likelihood of your question being answered. Just use 'Copy table' in Power BI and paste it here. Or, ideally, share the pbix (beware of confidential data).


You cannot reference a column in its own code. It's a circular dependency. Looking at how your column is built, I believe this would work:

Monthly Position =
    SUM ( Table1[Billing] ) - SUM ( Table1[Collection] ),
    Table1[Date] <= EARLIER ( Table1[Date] )



Please mark the question solved when done and consider giving kudos if posts are helpful.

Cheers  Datanaut

Helpful resources

Power Platform Conf 2022 768x460.jpg

Join us for Microsoft Power Platform Conference

The first Microsoft-sponsored Power Platform Conference is coming in September. 100+ speakers, 150+ sessions, and what's new and next for Power Platform.

Power BI Dev Camp Session 23 768x460.jpg

Check it Out!

Mark your calendars and join us on Thursday, June 30 at 11a PDT for a great session with Ted Pattison!

June 20 episode 7 with aka link 768x460.jpg

The Power BI Community Show

Join us on June 20 at 11 am PDT when Kim Manis shares the latest on Azure Synapse analytics, the Microsoft Intelligent Data Platform, and notable Power BI Updates from Microsoft Build 2022.

Top Solution Authors
Top Kudoed Authors