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BryanSt
Advocate II
Advocate II

How to filter table on a calculated balance sheet using a Max date?

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. 

 

ActualDate
17,396,529,00030/09/2017 
17,387,622,00031/12/2017 
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.  

 

 

1 ACCEPTED SOLUTION
v-chuncz-msft
Community Support
Community Support

@BryanSt,

 

You may try using LASTDATE Function.

http://community.powerbi.com/t5/Desktop/Values-of-a-max-and-min-date/m-p/373009#M169257

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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1 REPLY 1
v-chuncz-msft
Community Support
Community Support

@BryanSt,

 

You may try using LASTDATE Function.

http://community.powerbi.com/t5/Desktop/Values-of-a-max-and-min-date/m-p/373009#M169257

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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