Running total mulitple rows with same date and item numbers

[JoyceW]

I have a dataset of >10.000 rows. They consist of stock movements of items. So receipts into the warehouse and shipments out of the warehouse. 

Two days could be like this:

Date	Creditor	Debtor	Itemcode	Amount
1-1-2022	A		123	5
1-1-2022		AA	123	-2
1-1-2022	B		456	3
2-1-2022		AA	123	-2
3-1-2022		BB	456	-1

I want to create a running total that shows the current stock per row and should be calculated for every itemcode. 

The result would look like this:

Date	Creditor	Debtor	Itemcode	Amount	Stock
1-1-2022	A		123	5	5
1-1-2022		AA	123	-2	3
1-1-2022	B		456	3	3
2-1-2022		AA	123	-2	1
3-1-2022		BB	456	-1	2

So that when I filter on one item it would show the stock movements of that item. 

I tried creating an index and that works fine if I filter on one item in power query, but I want it to calculate dynamically based on a slicer. 

Any help is very much appreciated. Thank you!

[Anonymous]

Hi @JoyceW,

You can try to use the following measure formula to calculate the rolling total based on the current date and item code:

formula =
VAR currDate =
    MAX ( Table[Date] )
RETURN
    CALCULATE (
        SUM ( Table[Amount] ),
        FILTER ( ALLSELECTED ( Table ), [Date] <= currDate ),
        VALUES ( Table[Itemcode] )
    )

Regards,

Xiaoxin Sheng

[JoyceW · Accepted solution]

Your formula didn't work, it only shows the value of Aantal per transaction. I think beause there are multiple rows for one day. I edited it a bit and I think I have it working now. 

formula = 
    CALCULATE (
        SUM ( Voorraadmutaties[Aantal] ),
        FILTER ( ALLSELECTED ( Voorraadmutaties ), [Index] <=MAX(Voorraadmutaties[Index]) ),
        VALUES ( Voorraadmutaties[artcode])
    )

[juresti]

@JoyceW  Amazing.

Exactly what I was looking for to detect when a value is over a certain amount in my case.

Very good solution, I am able to sort any column and it still keeps up with the date order and the amount in my case.