Power BI is turning 10, and we’re marking the occasion with a special community challenge. Use your creativity to tell a story, uncover trends, or highlight something unexpected.
Get startedJoin us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.
I have two tables named:
1. Item Master (This has item name, unique code, opening amount and opening quantity at a fixed date (1-Apr-2022) )
2. Transactions (Item transactions from 1-Apr-2022 to 31-Mar-2023)
Sample:
Item Master Table | |||
Code | Item Name | Opening Quantity | Opening Value |
A-001 | Paint Red | 5 | 500 |
A-002 | Paint Blue | 3 | 300 |
A-003 | Paint Green | 2 | 200 |
B-001 | Brush Small | 100 | 1000 |
B-002 | Brush Medium | 122 | 2440 |
Transaction Table | |||||
Date | Transaction Type | Code | Quantity | Rate | Amount |
01/04/22 | Sale | A-001 | 2 | 105 | 210 |
01/04/22 | Sale | A-002 | 2 | 105 | 210 |
01/04/22 | Sale | A-003 | 2 | 105 | 210 |
04/04/22 | Purchase | B-001 | 5 | 10 | 50 |
04/04/22 | Purchase | B-002 | 5 | 20 | 100 |
10/04/22 | Sale | B-001 | 50 | 11 | 550 |
10/04/22 | Sale | B-002 | 40 | 22 | 880 |
10/04/22 | Sale | A-001 | 1 | 105 | 105 |
Now I want to create a measure to get closing balance as of any date for all stock items.
What will be the DAX formula for such a measure? (Assume date table exists with name Date Table)
Thank you!!
Solved! Go to Solution.
Hi @Debo1996
please try
Closing Quantity =
MAX ( 'Item Master'[Opening Quantity] )
+ CALCULATE (
SUMX (
Transaction,
IF (
Transaction[Transaction Type] = "Sale",
Transaction[Transaction Quantity],
- Transaction[Transaction Quantity]
)
),
Transaction[Date] <= MAX ( Transaction[Date] )
)
Hi @Debo1996
please try
Closing Quantity =
MAX ( 'Item Master'[Opening Quantity] )
+ CALCULATE (
SUMX (
Transaction,
IF (
Transaction[Transaction Type] = "Sale",
Transaction[Transaction Quantity],
- Transaction[Transaction Quantity]
)
),
Transaction[Date] <= MAX ( Transaction[Date] )
)
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
10 | |
9 | |
8 | |
8 | |
7 |
User | Count |
---|---|
14 | |
12 | |
11 | |
10 | |
8 |