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This gets me 90% there
I also want to also filter out
VW_RPT_PortfolioReview[CATEGORY1]<>"Closed Full Redemption" &&
VW_RPT_PortfolioReview[CATEGORY1]<>"Closed with remaining shortfall"
I Tired with = and <> , does not filter out/Add the "Closed with remaining shortfall"
What am I doing wrong ?
@Anonymous
Can you try the following:
CALCULATE(SUM(VW_RPT_PortfolioReview_6Month[CurrentBalance]),
FILTER(
ALLEXCEPT(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[POOL],VW_RPT_PortfolioReview_6Month[BalanceDate]),
VW_RPT_PortfolioReview[CATEGORY1]<>"Closed with remaining shortfall"
)
)
@Anonymous
If you are happy with the solution you can mark it as the correct one
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