Forum Discussion

AndrejZitnay's avatar
AndrejZitnay
Icon for Post Patron rankPost Patron
5 years ago
Solved

Help with openning and closed balance

Hello all,

 

Would you be so kind and help me out with openning and closed balances?

I have 4 measures from 3 tables and 1 merge date table for months.

 

I struggle to find solution for openning and closed balance.

 

Many thanks.

 

Andrej

 

  • amitchandak's avatar
    amitchandak
    5 years ago

    AndrejZitnay , One month less should do

     

    Opening balance = CALCULATE([All measure ],filter(allselected(Table),Table[Date] <=maxX(Table, dateadd(Table[Date],-1, month))))

6 Replies

  • AndrejZitnay , I am hoping you are using a common date table 

     

    Sum of all the measures other then opening balance

     

    All measure = [Measure from Table 1] + ....

     

    Closing balance  = CALCULATE([All measure ],filter(allselected(Table),Table[Date] <=max(Table[Date])))

     

    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 :radacad sqlbi My Video Series Appreciate your Kudos.

    • AndrejZitnay's avatar
      AndrejZitnay
      Icon for Post Patron rankPost Patron

      Hello amitchandak 

       

      You are star.

      I have my closing balance now.

       

      How I can get opening balance?

      I know that it should be closing balance from last month.

       

      Thanks.

       

      Andrej

      • amitchandak's avatar
        amitchandak
        Icon for Super User rankSuper User

        AndrejZitnay , One month less should do

         

        Opening balance = CALCULATE([All measure ],filter(allselected(Table),Table[Date] <=maxX(Table, dateadd(Table[Date],-1, month))))

    • AndrejZitnay's avatar
      AndrejZitnay
      Icon for Post Patron rankPost Patron

      Hello amitchandak ,

       

      Can I have one follow up question?

      I have my table for 3 years and at the end I'll end up with zero.

      That's fine.

       

      For another calculation I have to add together ClosingBalance & Monthly new.

      (this is my base for series of important measures)

       

      All my measures are fine on monthly basis but total for the year or overall 3 years doens't add up.

       

      I think that comes with nature of Closing Balance Formula)

      It is not possible to sum all motnhs together.

       

      Is there some separate work around where I could sum my closing balances?
      That will be just base of my follow up measurments.

       

      thanks.

       

      Andrej