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andywil456
Advocate II
Advocate II

add value on row above on dashboard

I'm trying to create a visual that will show a running balance. Here is a screenshot summarizing the data showing the balance for each category, but i really cannot find a solution how to create a running balance. Untitled.png

I have tried creating a table and using the following fomula such as 

cashflow = CALCULATE(sum('cust and supplier cashflow'[Amount_1]),FILTER('cust and supplier cashflow',CONTAINS('master payment category','master payment category'[index],'cust and supplier cashflow'[index]))).

This only puts the total amount of £69117.74 on each payment category line. 

1 ACCEPTED SOLUTION

@andywil456

 

Please refer to below screenshot for relationships between the two tables I set up. My index values are numbers.

I’ve shared my Power BI file here. You can take a look at it if needed.

add value on row above on dashboard_1.jpgadd value on row above on dashboard_2.jpg

 

Best Regards,

Herbert

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