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KevinVertrees's avatar
KevinVertrees
Frequent Visitor
6 years ago
Solved

Help with Dax formula for financial format

I'm having difficultly with a Dax formula related to some financial data that i'm trying to work with.  The table below is a sample of the data I'm working with.  The table includes a beginning_balan...
Need Help
  • Icey's avatar
    Icey
    6 years ago

    Hi KevinVertrees ,

     

    Try this:

    YTD Actual =
VAR FirstMonth =
    EOMONTH ( MINX ( ALLSELECTED ( 'Calendar' ), 'Calendar'[Date] ), 0 )
RETURN
    SUMX (
        'Financial Balances',
        IF (
            'Financial Balances'[Date] <= FirstMonth,
            'Financial Balances'[Beginning_balance] + 'Financial Balances'[Period_Actuals],
            'Financial Balances'[Period_Actuals]
        )
    )

     

     

    Best Regards,

    Icey

     

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amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

KevinVertrees , Not very clear. But you have few functions that can help

 

openingbalancemonth,openingbalancequarter, openingbalanceyear, firstnonblankvalue
closingbalancemonth ,closingbalancequarter, closingbalanceyear and lastnonblankvalue

 

Refer the document how the work.

If these are useful, you can watch video :https://youtu.be/yPQ9UV37LOU

https://youtu.be/6lzYOXI5wfo