Inferring Missing Columns and Imputing Missing Data

Hi liveincolorado,

Thank you for the update.

Total Balance =
VAR MonthStart = MIN('Date'[Date])
VAR MonthEnd = MAX('Date'[Date])

RETURN
SUMX(
VALUES(Accounts[ACCT_ID]),

VAR LatestDate =
CALCULATE(
MAX(Accounts[CLI_START_DT]),
FILTER(
Accounts,
Accounts[ACCT_ID] = EARLIER(Accounts[ACCT_ID]) &&
Accounts[CLI_START_DT] <= MonthEnd
)
)

VAR Balance =
CALCULATE(
MAX(Accounts[TOTAL_BALANCE]),
Accounts[CLI_START_DT] = LatestDate
)

VAR IsActive =
CALCULATE(
COUNTROWS(Accounts),
FILTER(
Accounts,
Accounts[ACCT_ID] = EARLIER(Accounts[ACCT_ID]) &&
Accounts[CLI_START_DT] <= MonthEnd &&
COALESCE(Accounts[CLI_END_DT], DATE(9999,12,31)) >= MonthStart &&
Accounts[SA_START_DT] <= MonthEnd &&
COALESCE(Accounts[SA_END_DT], DATE(9999,12,31)) >= MonthStart
)
)

RETURN
IF(IsActive > 0, Balance)
)

Thankyou.