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Running Balance Help please
12-07-2023
05:30 AM
Hello,
I need assitance creating a running balance in Dax for specific dates as conditions.
- Viewpoint determined by an on page filter where you select the month end you want to view the data from. For an example use July 2023
- Totals using Status, Created Date, Estimated Close date and Closed Date
- If Status = Open and Created date is within the last 12 months of July 2023 or before:
- Est close date determines where it should be shown in the next 12month forecast, included in all Open Totals
- If Status = Open and Created date is after July 2023
- Do not include in Open totals
- If status = closed and actual close date is within the last 12months of July 2023:
- In the 12 months prior to July 2023, but not this fiscal year - it will show in any 12month closed total
- in the current fiscal year until end of July 2023- it will show in any 12month closed total and any YTD closed total
- if Status = closed and actual close date is after July 2023 and created on date is before July 2023
- include in open totals
Sample of dataStatus actualclosedate estimatedclosedate Created_date Value Lost 13/02/2020 31/03/2020 17/11/2019 1 300 000.0 Lost 31/07/2019 31/07/2019 22/10/2019 46 137 000.0 Lost 18/11/2019 09/11/2019 25/10/2019 164 677.1 Gained 19/09/2019 19/09/2019 19/09/2019 4 000 000.0 Lost 19/02/2021 26/02/2021 22/01/2020 0 Lost 09/09/2020 31/08/2020 17/01/2020 600 000.0 Lost 24/01/2020 31/01/2020 19/11/2019 3 500 000.0 Lost 17/10/2019 10/10/2019 17/10/2019 8 000 000.0 Lost 31/07/2019 31/07/2019 17/10/2019 350 000 000.0 Open 06/11/2020 23/10/2019 2 875 218.8 Lost 28/10/2022 31/12/2021 23/10/2019 49 226 906.7 Lost 09/06/2021 31/12/2020 23/10/2019 10 638 427.5 Gained 23/10/2019 31/10/2019 23/10/2019 5 410 649.7 Lost 13/10/2023 01/08/2020 23/10/2019 16 546 523.8 Gained 31/10/2019 31/10/2019 23/10/2019 4 923 482.1 Gained 23/10/2019 23/10/2019 23/10/2019 102 572 543.1 Gained 19/01/2018 19/01/2018 19/01/2018 23 000 000.0 Lost 26/03/2019 01/08/2018 16/02/2018 1 560 000.0 Lost 26/03/2019 09/11/2018 16/02/2018 500 000.0
Any help would be appreciated.
3 REPLIES 3
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12-11-2023
05:31 PM
What is your locale? That currency format looks interesting.
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12-12-2023
12:47 AM
Hi @lbendlin not sure what locale is set to, but just inserted some made up data for assistance with the DAX measure.
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12-12-2023
04:35 AM
Let me rephrase. In what country are spaces used as thousand separator?

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