lookup and sum Power Bi table

[darknessfall5]

Good day im trying to make a dashboard for the cash in bank of the company and the balance sheet also

I run into a problem and I just can seem to figure it out

this 2 tables are connected thru another table named date were I have all the dates on both years 2016 amd 2017, the problem that I have is when Im bringing the cash into a graph to show the end balance of the month is just giving me the last day of the month instead os adding everything and I think that the problem is that is a not a measure and here is my big problem I'm looking to see if there a formula for vlookup or sumif that will just bring a certain part on the colum and added as an example is I will like to make a new column or measure and just bring all cash in bank from that column instead of adding all the column.

I hope that is some how clear

https://www.dropbox.com/s/w0q8kiz48zmm4nq/Capture.PNG?dl=0

[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD]Account[/TD]
[TD]Posting Date[/TD]
[TD]Amount[/TD]
[TD]Reference[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]401500[/TD]
[TD]1/1/2017[/TD]
[TD]100[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]610010[/TD]
[TD]1/1/2017[/TD]
[TD]100[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]102000[/TD]
[TD]1/1/2017[/TD]
[TD]100[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]20000[/TD]
[TD]1/1/2017[/TD]
[TD]1000[/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

[TABLE="width: 500"]
<tbody>[TR]
[TD]Gl Account[/TD]
[TD]Mapping statement[/TD]
[TD]location [/TD]
[TD]type of account[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]610010[/TD]
[TD]P&L[/TD]
[TD]6[/TD]
[TD]Expense[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]401500[/TD]
[TD]P&L[/TD]
[TD]4[/TD]
[TD]Revenue[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]400000[/TD]
[TD]P&L[/TD]
[TD]4[/TD]
[TD]Revenue[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]501000[/TD]
[TD]P&L[/TD]
[TD]5[/TD]
[TD]COGS[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]102000[/TD]
[TD]BS[/TD]
[TD]1[/TD]
[TD]Asset[/TD]
[TD][/TD]
[/TR]
[TR]
[TD]200000[/TD]
[TD]BS[/TD]
[TD]2[/TD]
[TD]Liabilities[/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]

 

[Matt Allington]

I hope that is some how clear

not really. Are your posting dates any date of the month or are they always the first of the month?
should the postings be additive? I.e. Should you be adding every posting for the entire month?
when you say your calendar has "all the dates" do you mean it has 365 rows for each year?

 

[darknessfall5]

Matt
thanks for looking and yes I input 2 years of dates starting 1/1/2016 - 12/31/2017 all listed individually. I check the links and they are ok as I insert a table and give the correct balances for the sum of the column but when I insert a line chart the balance of the account is the last day of the month is not adding all the amounts as the table does.

and my original questions was if there is a way that I can just sum just part of a column under a new column or as a new measure not sure