I’m pretty new here and still just learning PowerBI, so please bear with me.
I need to add a column for a running total for a bank account that has a beginning balance.
In the example I’m providing, the selected account 1121 has a beginning balance of -150.00. The next transaction is a debit of 5.00, so the true balance would be -155.00. I have written a measure that will do a cumulative total of the credits and debits, “CumCred-Deb” but it does not take the beginning balance into account. I need to write a measure that will just return the beginning balance of the selected account so I can add it to “CumCred-Deb” but so far have been unsuccessful, as it always adds in all the lines for all the accounts, not just the selected one.
I added a text box with a picture of what I’m trying to do on the main page.
Just a note, I have a index column on there because for this report, I need to see each transaction separately so I can see just where an account becomes overdrawn, and also because I need to keep it in order by 1-date(ascending), 2-credits(descending), and 3-debits(ascending).
If anyone has any ideas on how to make this more efficient, I would greatly appreciate it.