Cumulated (Balance Sheet) amounts based on transactional data

AlexTaskar

New Member
Joined
Nov 30, 2016
Messages
1
Hi Everybody,
I'm new to Power BI/DAX programming.
I have 3 years of transactional data (from my ERP system) - each line shows Date, AccountNumber, Dollar Amount ... . The data is relatively small - ~50,000 lines.
For Balance Sheet Accounts I want to calculate Cumulated Balances to be presented in PivotTable.
I use Power Pivot / Excel 2016.
Any help/ideas will be appreciated.

Thank you,
Alex
 

Excel Facts

VLOOKUP to Left?
Use =VLOOKUP(A2,CHOOSE({1,2},$Z$1:$Z$99,$Y$1:$Y$99),2,False) to lookup Y values to left of Z values.
Model design? dedicated calendar table? table names? Column names? relationships?

Sorry, but you simply haven't provided enough information to begin to help.
 
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