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Helper I

## MONTH AGGREGATOR TO BE THE CLOSING BALANCE

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.

Thanks

1 ACCEPTED SOLUTION
Resolver III

Hi @jtemes

Take a look at the PBIX here.

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

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Happy to help!!

Pete

4 REPLIES 4
Resolver III

Hi @jtemes

Take a look at the PBIX here.

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

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Happy to help!!

Pete

Helper I

Great! Thank you very much for your help!

Resolver I

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

Helper I

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

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