Filter totals by in Power BI - Business Central

[JaviF]

Hi mates! 🙂

I have a question. I'm working on a dashboard, specifically on bank ballance.

On Bank Account Card (Business Central), we have the ballance.

FE: Imagination Bank -> 25.000€.

But there's not a date filter (only on bank movements).

So, I want a table with the balance in every day.

FE:

01/01/21 -> 30.000

02/01/21 -> 28.000

03/01/21 -> 34.000

On BC, we have "filter totals by" but not on PBI.

Any ideas or should I do it throught bank movements?

Thanks mates!

[amitchandak]

@JaviF , Not very clear

 usually, with movement and date table, we can get the daily balance

Cumm Sales = CALCULATE(SUM(Table[Credit]) - SUM(Table[Debit]),filter(allselected('Date'),'Date'[date] <=max('Date'[date])))

Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

[JaviF]

Hi Amit! 🙂

That's the problem.. I don't have a Date table..

I have, for example that today there is 23.000€ on bank.

Yesterday was 21.000€

Tomorrow will be 24.000€

But I only have today's amount.

This is a calculate field on Busines Central 😞

[Icey]

Hi @JaviF ,

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I have, for example that today there is 23.000€ on bank.

Yesterday was 21.000€

Tomorrow will be 24.000€

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How does this data come from? Is it stored in the data source? 

I don’t understand your situation very well. Could you share a concrete example?

Reference:

How to Get Your Question Answered Quickly - Microsoft Power BI Community

How to provide sample data in the Power BI Forum - Microsoft Power BI Community

Best Regards,

Icey