Beginning Balance

Hi Anonymous,

It depends on your data model. If I were to calculate the balance sheet value, I'd use a measure similar to below:

Balance Sheet Value =
CALCULATE (
    SUM ( Fact[Value] ),
    FILTER (
        ALL ( DatesTable ),
        DatesTable[DateColumn] <= MAX ( DatesTable[DateColumn] )
    )
)

And for the beginning balance, that would be:

Balance Sheet Value =
CALCULATE (
    SUM ( Fact[Value] ),
    FILTER (
        ALL ( DatesTable ),
        DatesTable[DateColumn] < MIN ( DatesTable[DateColumn] )
    )
)