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ARUN_DESHPANDE
New Member

Dax measure for below problem

Please provide the Closing balance DAX measure

  1. Calendar table
  2. 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

  1. Want Daily, Monthly, quarterly, Yearly closing balance  
1 REPLY 1
wardy912
Solution Sage
Solution Sage

Hi @ARUN_DESHPANDE 

 

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!

 

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