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I have transformed my data source into income statement (movement from previous quarter starting each FY at zero[July in my case]) and balance sheet and cash flow being the cumulative balance as per my data source.
I am trying to get some ratios to work that use both income and balance sheet items (such as return on assets). I have a date slider so the users can select a period (between two values). All the cumulative items (income statement) are OK, but when I retreive my assets and the like by default PowerBi summates the values for each quarter, so it overstates the assets values.
Actual | Date |
17,396,529,000 | 30/09/2017 |
17,387,622,000 | 31/12/2017 |
34,784,151,000 |
I would like to be able to use the Max Date value for assets instead of the sum of them.
I am using the following DAX for to retreive the Assets value. (CALCULATE('QAFP_Data'[Actual],'CoA_Full'[Acct_Type Level 1] = "Assets" ) . I have tried to add a date filter using Max Date, but no joy.
Any suggestions would be greatly appreciated.
Solved! Go to Solution.
You may try using LASTDATE Function.
http://community.powerbi.com/t5/Desktop/Values-of-a-max-and-min-date/m-p/373009#M169257
You may try using LASTDATE Function.
http://community.powerbi.com/t5/Desktop/Values-of-a-max-and-min-date/m-p/373009#M169257