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Helper II

## variation on rolling sum

Hi every one,

I have the following table:

 Due date Costumer credit limit debit 01.06.2021 SRD inc 10.000 3000 13.06.2021 SRD inc 10.000 2000 20.06.2021 SRD inc 10.000 1000 03.07.2021 SRD inc 10.000 500

Considering that each debt is paid exactly on the due date, I need to calculate the residual bank credit taking into account the future debts already recorded. Following in the last colum the calculation I need to obtain:

 Due date Costumer credit limit debit residual credit line 01.06.2021 SRD inc 10.000 3000 10.000-2000-1000-500 13.06.2021 SRD inc 10.000 2000 10.000-1000-500 20.06.2021 SRD inc 10.000 1000 10.000-500 03.07.2021 SRD inc 10.000 500

Following the final result I need on visualization:

 Due date Costumer credit limit debit residual credit line 01.06.2021 SRD inc 10.000 3000 6500 13.06.2021 SRD inc 10.000 2000 8500 20.06.2021 SRD inc 10.000 1000 9500 03.07.2021 SRD inc 10.000 500 10000

thank you very much

Paolo

1 ACCEPTED SOLUTION
Community Support

Hi, @paolomint

You can try like this:

``````Column =
'Table'[credit limit]
- SUMX (
FILTER (
'Table',
[Due date] > EARLIER ( 'Table'[Due date] )
&& [Costumer] = EARLIER ( 'Table'[Costumer] )
),
[debit]
)
``````

Best Regards

Janey Guo

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

3 REPLIES 3
Community Support

Hi, @paolomint

You can try like this:

``````Column =
'Table'[credit limit]
- SUMX (
FILTER (
'Table',
[Due date] > EARLIER ( 'Table'[Due date] )
&& [Costumer] = EARLIER ( 'Table'[Costumer] )
),
[debit]
)
``````

Best Regards

Janey Guo

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Super User IV

@paolomint , a new column like

[credit limit] - sumx(filter(Table, [Due date] > earlier([Due date])),[debit])

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Helper II

Thank you very much  @amitchandak

I'm really sorry, I made the example to easy.

Infact in the same table I have several companies and I need to calculate the residual credit row by row, client by client.

I hope you can help me

Ciao

Paolo

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