CLOSINGBALANCEMONTH DAX Issue

[kolturra]

Hi All,

Can some help me with below DAX, I am not able to see results as expected. Attached screenshot for your reference

CLOSINGBALANCEMONTH (

SUM ( Order2020[Profit] ),

Order2020[Order Date],

FILTER ( FILTER(Order2020,Order2020[Order Date]<08/31/2020),[Category] = "Furniture" ))

Thanks

K Raghavender Rao

[amitchandak · Accepted solution]

Are you looking for a cumulative total every month, like

calculate (
SUM ( Order2020[Profit] ),FILTER('Date','Date'[Date]<= max('Date'[date])),[Category] = "Furniture" )

calculate (
SUM ( Order2020[Profit] ),FILTER('Date','Date'[Date]<= date(2020,08,31)),[Category] = "Furniture" )

Make sure you have a calendar table

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

[Greg_Deckler]

Very difficult without sample data. Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

That being said, EOMONTH may be of use. Also, See if my Time Intelligence the Hard Way provides a different way of accomplishing what you are going for.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Time-Intelligence-quot-The-Hard-Way-quot-TIT...