topic Re: Dax measure for below problem in DAX Commands and Tips

Dax measure for below problem

Anonymous — Sun, 30 Nov 2025 02:45:48 GMT

Please provide the Closing balance DAX measure

Calendar table
Inventory transaction fact table with below columns

Posting date date type

Material code type text

Quantity Int64.type
Amount Int64.type

Movement type Int64.type

Want Daily, Monthly, quarterly, Yearly closing balance

Re: Dax measure for below problem

wardy912 — Mon, 01 Dec 2025 17:39:59 GMT

Hi Anonymous

Closing Balance := CALCULATE( SUM(Inventory[Quantity]), FILTER( ALL(Calendar), Calendar[Date] <= MAX(Calendar[Date]) ) )

This works for Daily, Monthly, Quarterly, and Yearly because the MAX(Calendar[Date]) changes based on the visual’s granularity.

--------------------------------

I hope this helps, please give kudos and mark as solved if it does!

Connect with me on LinkedIn.

Subscribe to my YouTube channel for Fabric/Power Platform related content!

Re: Dax measure for below problem

Kedar_Pande — Tue, 02 Dec 2025 05:46:32 GMT

Anonymous

Daily Closing Balance =
CALCULATE(
SUM('Inventory'[Quantity]),
FILTER(
ALL('Calendar'),
'Calendar'[Date] <= MAX('Calendar'[Date])
)
)

Monthly Closing Balance =
CLOSINGBALANCEMONTH(SUM('Inventory'[Quantity]), 'Calendar'[Date])

Quarterly Closing Balance =
CLOSINGBALANCEQUARTER(SUM('Inventory'[Quantity]), 'Calendar'[Date])

Yearly Closing Balance =
CLOSINGBALANCEYEAR(SUM('Inventory'[Quantity]), 'Calendar'[Date])

If this answer helped, please click Kudos or Accept as Solution.
-Kedar
LinkedIn: https://www.linkedin.com/in/kedar-pande

Re: Dax measure for below problem

Arul — Fri, 05 Dec 2025 03:03:20 GMT

Anonymous ,

Daily Closing Balance = CALCULATE ( SUM ( 'Inventory'[Quantity] ), FILTER ( ALL ( 'Calendar'[Date] ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) ) )

Monthly Closing Balance = VAR _LastDay = EOMONTH ( MAX ( 'Calendar'[Date] ), 0 ) RETURN CALCULATE ( [Daily Closing Balance], 'Calendar'[Date] = _LastDay )

Quarterly Closing Balance = VAR _LastDayQuarter = ENDOFQUARTER ( 'Calendar'[Date] ) RETURN CALCULATE ( [Daily Closing Balance], 'Calendar'[Date] = _LastDayQuarter )

Yearly Closing Balance = VAR _LastDayYear = ENDOFYEAR ( 'Calendar'[Date] ) RETURN CALCULATE ( [Daily Closing Balance], 'Calendar'[Date] = _LastDayYear )

Re: Dax measure for below problem

Praful_Potphode — Fri, 05 Dec 2025 07:07:03 GMT

hi Anonymous ,

try below:

Closing Balance KeepFilters = VAR LastDate = MAX('Calendar'[Date]) RETURN CALCULATE( SUM('Inventory Transaction'[Quantity]), KEEPFILTERS('Inventory Transaction'[Posting date] <= LastDate) )

Closing Balance CalcTable = VAR LastDate = MAX('Calendar'[Date]) VAR FilteredTransactions = CALCULATETABLE( 'Inventory Transaction', 'Inventory Transaction'[Posting date] <= LastDate ) RETURN SUMX(FilteredTransactions, [Quantity])

If it doesnt work, please provide more information on input/output.

Please give kudos or mark it as solution once confirmed.

Thanks and Regards,

Praful

Re: Dax measure for below problem

v-echaithra — Mon, 08 Dec 2025 11:52:40 GMT

Hi Anonymous ,

Thank you Kedar_Pande , Arul , Praful_Potphode , wardy912 for your inputs.

I just wanted to check if the issue has been resolved on your end, or if you require any further assistance. Please feel free to let us know, we’re happy to help!

Thank you
Chaithra E.

Re: Dax measure for below problem

v-echaithra — Thu, 11 Dec 2025 10:55:16 GMT

Hi Anonymous ,

May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

Thank you.