Dax measures for running balances

Anonymous — Thu, 07 Dec 2023 12:32:23 GMT

Hello,

I need assitance creating a running balance in Dax for specific dates as conditions.

Viewpoint determined by an on page filter where you select the month end you want to view the data from. For an example use July 2023
Totals using Status, Created Date, Estimated Close date and Closed Date

If Status = Open and Created date is within the last 12 months of July 2023 or before:

Est close date determines where it should be shown in the next 12month forecast, included in all Open Totals

If status = closed and actual close date is within the last 12months of July 2023:

In the 12 months prior to July 2023, but not this fiscal year - it will show in any 12month closed total
in the current fiscal year until end of July 2023- it will show in any 12month closed total and any YTD closed total

if Status = closed and actual close date is after July 2023 and created on date is before July 2023

include in open totals

Sample of data

Any help would be appreciated.

Re: Dax measures for running balances

Anonymous — Mon, 11 Dec 2023 20:51:08 GMT

Any help on this?