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Anonymous's avatar
Anonymous
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6 years ago
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Need help with opening balance

Hi,   I am having issues getting a measure right, I tried to look on the forums and google but I can't seem to find something that works.   So this is my situation:   I have a table with openin...
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amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

Anonymous , In opening balances  you can create a date like

 

Date = Date([Year],1,1)

Join it with date and Catagory too

You can use YTD from both opening balances and Transaction and add it.

 

YTD = CALCULATE(sum(Opening Balance[Opening Balance])+ sum(Transaction[Amount]),DATESYTD('Date'[Date],"12/31"))

 

 

Power BI — YTD Questions — Time Intelligence 1–5
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    I think that did the trick, thank you! amitchandak 

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    amitchandak can you maybe help me with one more thing regarding this?

    I tried to put a filter in the measure, but then everything bundles into january, if I have no filter it shows in all months. Do you know how to fix that?

     

     

    CALCULATE(SUM(BalanceLines[OPEN])+SUM(TransactionLinesBulk[Bedrag]),DATESYTD(Dates[Date],"31-12"), 
FILTER(GLAccountClass, LEFT(GLAccountClass[ClassificationCode],4)="BIva" || 
LEFT(GLAccountClass[ClassificationCode],4)="BMva" || 
LEFT(GLAccountClass[ClassificationCode],4)="BEff" || 
LEFT(GLAccountClass[ClassificationCode],4)="BLim" || 
LEFT(GLAccountClass[ClassificationCode],4)="BFva" || 
LEFT(GLAccountClass[ClassificationCode],4)="BVor" || 
LEFT(GLAccountClass[ClassificationCode],4)="BVrd" || 
LEFT(GLAccountClass[ClassificationCode],4)="BPro"  ))

     

     

    Measure 3 without filter

    Measure 2 with filter (also marked yellow underneath)