MONTH AGGREGATOR TO BE THE CLOSING BALANCE

[jtemes]

Hi all

I have a table with daily balances. I would like to create a measure that, when I show the values in a matrix per day, it shows me the daily balance and, when I show the balances by month, it shows the closing balance for the month, instead of the aggregation of the daily balances.

Can you please help me with this?

Thanks

[BiNavPete · Accepted solution]

Hi @jtemes 

Take a look at the PBIX here.
The DAX reads

Balance = 
        CALCULATE(MAX(Balances[DailyBalance]),Dates[Date]=Max(Balances[BalDate]))

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Pete
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[jtemes]

Great! Thank you very much for your help!

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How does your table structure look? How do you get to the closing balance amount?

[jtemes]

It is quite simple, there are two columns, one with the date and the other with the balance. Additionally, there is a calendar table with a relation to the date column