Forum Discussion
Fund Balance Comparison by Year Formulas
I am trying to map out fund balances overtime and I have the following formula: Running Fund Balances = CALCULATE( [Rev - Exp], FILTER( ALLSELECTED('0. Calendar'[Month Sort]...
amitchandak
Super User
Super UserAnonymous , Assume you have fund balance column date wise of year start date wise
Then you can have a measure
calculate(firstnonblankvalue('Date'[Date], sum('Fund Balances'[Year Cash Balance])) , filter(all('Date'), 'Date'[Year] = max('Date'[Year]) ))
Else you need use Switch
Switch(Year(Max('Date'[Date])),
2022, 'Fund Balances'['22 Beginning Year Cash Balance]),
2021, 'Fund Balances'['21 Beginning Year Cash Balance]),
2020, 'Fund Balances'['20 Beginning Year Cash Balance])
)
Rest is what you are doing or follow
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