DAX Running Balance Measure

Accumulates a transaction amount into a running balance up to the current date filter context.

FinanceIntermediaterunning balancecumulativefinance

DAX code

Running Balance =
CALCULATE(
    SUM('Ledger'[Amount]),
    FILTER(ALL('Date'[Date]), 'Date'[Date] <= MAX('Date'[Date]))
)

Notes

Replace 'Ledger'[Amount] with your transaction amount column, using negative values for debits if needed.

Requirements

How to use this measure

  1. In Power BI Desktop, select the table that should hold the measure and choose New measure on the ribbon.
  2. Paste the code, then replace the placeholder table and column names with your own. The My table names fields above do this for you.
  3. Run it through the DAX Formatter if you want it laid out in your team's style.

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More DAX resources

Browse all 175 measures in the Power BI DAX Measures Library, or search the library for something similar to Running Balance.