Forum Discussion
Dax measure for below problem
- 9 months ago
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.
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- 9 months ago
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 - 9 months ago
Anonymous ,
1.
Daily Closing Balance = CALCULATE ( SUM ( 'Inventory'[Quantity] ), FILTER ( ALL ( 'Calendar'[Date] ), 'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) ) )2.
Monthly Closing Balance = VAR _LastDay = EOMONTH ( MAX ( 'Calendar'[Date] ), 0 ) RETURN CALCULATE ( [Daily Closing Balance], 'Calendar'[Date] = _LastDay )3.
Quarterly Closing Balance = VAR _LastDayQuarter = ENDOFQUARTER ( 'Calendar'[Date] ) RETURN CALCULATE ( [Daily Closing Balance], 'Calendar'[Date] = _LastDayQuarter )4.
Yearly Closing Balance = VAR _LastDayYear = ENDOFYEAR ( 'Calendar'[Date] ) RETURN CALCULATE ( [Daily Closing Balance], 'Calendar'[Date] = _LastDayYear ) - 9 months ago
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
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!