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MichelleLash's avatar
MichelleLash
New Member
2 years ago
Solved

Initial / close balance doesnt seem right

Hi community,  im new to PBI, and been trying to create an Inital/Close balance, but havent been able so far, here is a little example PBIX  the basic are:  Inital Balance (the day the report is ...
Need Help
  • some_bih's avatar
    some_bih
    2 years ago

    Hi MichelleLash if sale is outflow (it should be for balance logic) simply create new calculated column with if statement like on picture below and create simple measure  of SUM for that new column.

    SUM of column should give you balance, so slice and filter as you wish.

     

     

gmsamborn's avatar
gmsamborn
Super User
2 years ago

Hi MichelleLash 

 

I made changes to [Initial Balance] and [_MyFinBal]  (my Final Balance).

 

 

Initial balance = 
VAR thisdate = MAX( 'Table'[Date] )
VAR vsales =
    CALCULATE(
        [Inventory] + [Arrive] - [Sale],
        REMOVEFILTERS( 'Table'[Date] ),
        'Table'[Date] < thisdate
    )
RETURN
    vsales



_MyFinBal = [Initial balance] + [Inventory] + [Arrive] - [Sale]

 

 

I didn't change any other measures.

 

Let me know if you have any questions.  I hope this helps.

 

MyFinBal.pbix