Forum Discussion
visitprateek
1 year agoFrequent Visitor
Need help with time intelligent dax
Hi, I have year to date data, which does not include opening balance. I need to calculate opening balance at the begining of each quarter (which is closing balance of last day of previous year qu...
- 1 year ago
visitprateek
I added a dates table as it supports time intelligence functions and it will be useful for your model, you may extend it with additional columns for various uses.
Create the following measures:Total Amount = SUM(Data[Amount])Opening Balance - Year = VAR __CurrDate = MAX('Dates'[Date]) VAR __Result = IF( [Total Amount] <>BLANK(), CALCULATE( [Total Amount], MONTH( 'Dates'[Date] ) = 12, YEAR('Dates'[Date]) < YEAR( __CurrDate) ) ) RETURN __ResultClosing Balance - Qtr End = [Opening Balance - Year] + [Total Amount]File is attached
ThxAlot
Super User
1 year agoAdd [Year] column to incorporate elegant window functions.
visitprateek
1 year agoFrequent Visitor
Thank you. This is helpful 🙂