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Anonymous's avatar
Anonymous
Not applicable
9 months ago
Solved

Dax measure for below problem

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  ...
  • wardy912's avatar
    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.

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

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

     

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  • Kedar_Pande's avatar
    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

  • Arul's avatar
    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
    )
    
  • Praful_Potphode's avatar
    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