I'm having troubles of what logic shoud I choose for following task:
Generally I want to create liquidity-oriented dashboard (incl. monthly historic cash balances, ratio based KPI's, working capital, runway etc.) based on balance at every month (flexible to status for every date balance if needed).
Data is based on Dynamics Business Central general ledger and the issue is that debit-credit amount data starts from 1st Jan 2022 but the opening balace is posted 31th of Dec 2021 (ERP switch was done). How can I have every account add opening balances amounts from 2021 to get closing balance amount at every chosen date frame at 2022 and onwards?