How to assign the last value of a month to the first value in the following month

[Syndicate_Admin]

This is my table, I want a customer's closing stock value for a given month to be assigned to the initial stock for the following month.

example: 12/31/2020 value is 18079, I want this to appear on 1/4/2021, but what I have is 34984.

Is there any way to do this, pls help your urgent

[Anonymous · Accepted solution]

Hi @Syndicate_Admin,

You can try to use the following measure expression if it meets your requirement:

Measure =
VAR currDate =
    MAX ( Table[Date] )
VAR minDateCM =
    //min date of current month
    CALCULATE (
        MIN ( Table[Date] ),
        FILTER (
            ALLSELECTED ( Table ),
            YEAR ( [Date] ) = YEAR ( currDate )
                && MONTH ( [Date] ) = MONTH ( currDate )
        )
    )
VAR maxDatePM =
    //max date of previous month
    CALCULATE (
        MAX ( Table[Date] ),
        FILTER (
            ALLSELECTED ( Table ),
            [Date] < DATE ( YEAR ( currDate ), MONTH ( currDate ), 1 )
        )
    )
RETURN
    IF (
        currDate = minDateCM,
        LOOKUPVALUE ( Table[Value], Table[Date], maxDatePM ),
        SUM ( Table[Value] )
    )

If the above not help, please share some dummy data with raw schema and expected result to test.

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Regards,

Xiaoxin Sheng

[amitchandak]

@Syndicate_Admin ,

With help from the date table, try openingbalancemonth

openingbalancemonth(Sum('Table'[Value]), Date[Date])

refer my video : https://youtu.be/6lzYOXI5wfo?t=117