topic Re: Opening balance from running total column in DAX Commands and Tips

Opening balance from running total column

junaidch278 — Fri, 09 Jun 2023 14:22:33 GMT

Hi there.

Thanks in advance. I am having a problem while calculating opening and closing balance on the PBI from the following table.

I have tried these 2 dax calculations but it is not reflecting the desired results.
CALCULATE(

min(FactStockMovement[ClosingBalance]),

FILTER(

ALLSELECTED(DimDate[Date]),(DimDate[date])=min(DimDate[date])

))

CALCULATE(

min(FactStockMovement[ClosingBalance]),

FILTER(

ALLSELECTED(DimDate[Date]),(DimDate[date])=FIRSTDATE(DimDate[date])

))
Can anyone guide me how can i calculate opening and closing balance from the table.
the 1st expression is working for the values having opening and closing balance, but if there is no transaction on the min and max date we are getting null.
looking forward to hearing from you guys.

Re: Opening balance from running total column

some_bih — Sat, 10 Jun 2023 08:09:02 GMT

Hi junaidch278 you should probably use functions OPENING/CLOSINGBALANCE* for DAX. check link

https://www.sqlbi.com/tv/closingbalancemonth-closingbalancequarter-closingbalanceyear-dax-guide/

Re: Opening balance from running total column

junaidch278 — Mon, 12 Jun 2023 07:38:27 GMT

HI some_bih
I have the requirement where user can select any date. it can be a single day or a week or a couple of months. and the solution you perposed is workable for month, quarter and year opening and closing balance.
i'm looking for a way to select dynamic minmum date so i can utilize the running totals to get the correct results.
please reach out to me if you need aditional clarity.

Re: Opening balance from running total column

some_bih — Mon, 12 Jun 2023 08:01:13 GMT

Hi junaidch278 to provide clear solution in some way, the amounts as input and output should be clear.

In general, are these inputs for amount like stock, etc cash balance or like income, etc salary.

What about wanted output? From picture stock is wanted to be shown, like opening balance +/- inputs / outputs = ending balance, right?

Give us some example data as input and expected output per X (x could be date, product key...)