Hi @rajasekaro,
Please have a look at the below solution.
1) Create power Bi measures for the closing
ClosingV3 =
VAR Opening = MAX(account_transactions[APYC])
VAR CurrentDate = MAX(account_transactions[DATE])
VAR CurrentAccount = MAX(account_transactions[ACCOUNT])
VAR CumulativeAmount =
CALCULATE(
SUM(account_transactions[AMOUNT]),
REMOVEFILTERS(account_transactions),
account_transactions[ACCOUNT] = CurrentAccount,
account_transactions[DATE] <= CurrentDate
)
RETURN
Opening + CumulativeAmountOR
Closing_v4 =
VAR Opening = MAX(account_transactions[APYC])
RETURN
Opening +
CALCULATE(
SUM(account_transactions[AMOUNT]),
ALLEXCEPT(account_transactions, account_transactions[ACCOUNT]),
account_transactions[DATE] <= MAX(account_transactions[DATE])
) 2) Copy that measure in the table/matrix visual
Please consider as an accepted solution if worked or give some kudod.
if you want to create a column ,you can try this
@rajasekaro sorry to add another solution here, everyone else has done great work but I disagree with above solutions. Anything related to time intelligence should be handles using calendar/date table (as a best practice). Learn more about that, check here:
As a best practice, add a date dimension in your model and use it for time intelligence calculations. Once the date dimension is added, mark it as a date table on table tools. Check the related videos on my YT channel
Add Date Dimension
Importance of Date Dimension
Mark date dimension as a date table - why and how?
Time Intelligence Playlist
I will create a date dimension and use this to work with dates, and setup relationship of this table with the transaction/fact table on the date column.
Sum Amount = SUM ( Table2[AMOUNT] ) --just a base measure
RT Amount =
CALCULATE (
[Sum Amount],
FILTER (
ALLSELECTED ( 'Calendar' ), --change this will all if want to ignore any filter on date
'Calendar'[Date] <= MAX ( 'Calendar'[Date] )
)
)
Closing Value =
MAX ( Table2[APYC] ) + [RT Amount]
Cheers!
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if you want to create a column ,you can try this
Hi @rajasekaro,
Please have a look at the below solution.
1) Create power Bi measures for the closing
ClosingV3 =
VAR Opening = MAX(account_transactions[APYC])
VAR CurrentDate = MAX(account_transactions[DATE])
VAR CurrentAccount = MAX(account_transactions[ACCOUNT])
VAR CumulativeAmount =
CALCULATE(
SUM(account_transactions[AMOUNT]),
REMOVEFILTERS(account_transactions),
account_transactions[ACCOUNT] = CurrentAccount,
account_transactions[DATE] <= CurrentDate
)
RETURN
Opening + CumulativeAmountOR
Closing_v4 =
VAR Opening = MAX(account_transactions[APYC])
RETURN
Opening +
CALCULATE(
SUM(account_transactions[AMOUNT]),
ALLEXCEPT(account_transactions, account_transactions[ACCOUNT]),
account_transactions[DATE] <= MAX(account_transactions[DATE])
) 2) Copy that measure in the table/matrix visual
Please consider as an accepted solution if worked or give some kudod.
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