Hope I am making sense now!
check 3 (3).pbix (241.8 KB)
(I just altered the data to check) ,for Sep 2020, the Closing Balance is negative (04+0-1.2)=-0.7M
But Funding is 0 which should not be the case.
Funding should be 0.7M
Closing Balance Updated should be 0 for Sep 2020
Got to know that it is recursion type of logic, no idea how to implement
Hi,
can you share the desired output
becuze i think the below one is lacking some thing
-
or this is the correct one
-
or this one is correct
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Could you please share me the pbix? So I can test different conditions?
We need to determine the funding based on opening balance also.
In the highlighted case, there is an opening balance of 385.9M.
Movement for the same month(May ) is -4.4M
Funding has to be determined on 385.9M-4.4M, which is positive, so no funding required in May 2021
Your new input causes circular condition now [closing balance updated] depend on [funding] and now funding depend on [opening Balance] and [opening Balance ] depend on [closing balance updated] .
Need to figure out how to avoid that circular loop.
Yea , that is the issue ! 
This time i also need help not able to think how remove that circular dependency do you any idea let me know so we can work on that .
check 3 _Greg.pbix (241.1 KB)
This is an example proposed by Greg Deckler, but we need to modify it to suit our requirement ,its not complete,
He said creating new columns for every month , to hold the updated cumulative balance is the only way to solve it.
Can you tell me more what the main idea behind that approach.
The updated closing balance with funding should be available for the next month’s funding determination.
So creating new tables to store that updated closing balance every month.
Thats what I understood!
check 3 _Greg_1_10.pbix (191.1 KB)
This is working, but the performance is really bad, when implemented in real scenario. Please let know if there is a better way out for this.
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