Running balance of a numbered list

Is it possible to get the running balance of a numbered list? my numbered list is a daily cash transactio and i need a line item taht will get the running balance per transaction.

Thanks!

Best Answer

Answers

  • Hi @Ana22 

     

    Assuming the list has a top level such as 'Total' etc.

    Create 'Count' line item which is dimensioned by the list you want to count, Number format, formula is 1

    Create a module with a line item 'Count Summary' and no dimensions, number format.

    Add this formula to 'Count Summary' line item:

    Max('Count'[MAX:Total],0)

     

    I hope this helps.

     

    Thanks,

     

    Usman

  • Hi @usman.zia , 

     

    Thanks for replying. I tried the formula you suggested but got the attached error. As you can see on my screenshot, I need to get the running balance. I need to be be able to get the cumulative value of #1 and #2 on my example so that I get the correct running balance. 

     

    Thanks for your help! 🙂

     

    Thanks,

    Ana

  • Hi @Ana22 

     

    My apologies the formula should be: Max('Count'[SELECT: Total],0).

    Please do let me know if this works for you.

     

    Thanks,

     

    Usman

  • Hi @usman.zia ,

     

    It's still not working. Result is showing zero. Any other suggestions?

     

    Thanks,

    Ana

  • Hi @Ana22 

     

    It could be to do with the summary method? for that line item or instead of 'SELECT' you could try nesting the 'SUM'. 

     

    I hoppe this helps.

     

    Thanks,

     

    Usman

  • @Ana22 ,

     

    Please follow the pictures below.  As stated above, create a count line item with it defaulted to 1 (summary is turned on).

     

    2019-06-11_21-23-42.png

     

     

    In another module, without dimensionality, create a line item pointing to the Count line item in the above picture.

     

    2019-06-11_21-23-53.png

     

     

    Hope this helps,

     

    Rob