Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Enhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends August 31st. Request your voucher.

Reply
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.

View solution in original post

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.

Helpful resources

Announcements
July 2025 community update carousel

Fabric Community Update - July 2025

Find out what's new and trending in the Fabric community.

July PBI25 Carousel

Power BI Monthly Update - July 2025

Check out the July 2025 Power BI update to learn about new features.

Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

Top Kudoed Authors