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marcush
Frequent Visitor

How to calculate ending balances

So I have financial account data that just says the net change for that period. Is there a way to sum all previous net changes up to that date in power BI? Essentially I am trying to calculate the ending balances for each period in one column. It gets a little trickier when I have multiple accounts in the same data so I want it to be able to recognize different accounts if possible. Otherwise I think I will have to load all of the accounts individually into Power BI. Let me know if anyone has any suggestions.

 

Thanks!

1 REPLY 1
fbrossard
Kudo Commander
Kudo Commander

Hi @marcush,

 

For your needs, you can use several DAX functions :

 

- CLOSINGBALANCEMONTH, CLOSINGBALANCEQUARTER, CLOSINGBALANCEYEAR

- LASTNONBLANK

- ENDOFMONTH, ENDOFQUARTER, ENDOFYEAR

 

and coupled them with a filter function or a CALCULATE.

 

This post should help you 

 

 

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