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rajasekar_o
Helper IV
Helper IV

How to calculate closing balance

Hi team 

rajasekar_o_0-1699342101372.png

How to calculate closing balance 

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @rajasekar_o ,

I created a sample pbix file(see the attachment), please find the details in it. 

1. Add a index column in Power Query Editor

vyiruanmsft_0-1699509000291.png

2. Create a measure as below to get the closing balance

closing balance = 
VAR _index =
    SELECTEDVALUE ( 'Table'[Index] )
RETURN
    CALCULATE (
        SUM ( 'Table'[credit] ) - SUM ( 'Table'[debit] ),
        FILTER ( ALLSELECTED ( 'Table' ), 'Table'[Index] <= _index )
    )

vyiruanmsft_1-1699509073994.png

Best Regards

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

View solution in original post

3 REPLIES 3
v-yiruan-msft
Community Support
Community Support

Hi @rajasekar_o ,

I created a sample pbix file(see the attachment), please find the details in it. 

1. Add a index column in Power Query Editor

vyiruanmsft_0-1699509000291.png

2. Create a measure as below to get the closing balance

closing balance = 
VAR _index =
    SELECTEDVALUE ( 'Table'[Index] )
RETURN
    CALCULATE (
        SUM ( 'Table'[credit] ) - SUM ( 'Table'[debit] ),
        FILTER ( ALLSELECTED ( 'Table' ), 'Table'[Index] <= _index )
    )

vyiruanmsft_1-1699509073994.png

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Ahmedx
Super User
Super User

Share sample pbix file to help you.

I have debit credit data only i want to calculate closing balance 

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