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jayadevan_v's avatar
jayadevan_v
New Member
3 years ago
Solved

Opening Balance calculation before the selected Date

 

Hi,

I have calculated opening balance as before the minimum date from the selected range.  I am trying to display those transactions in a table.   The PBIX link is below.

 

Opening Balance DAX before selected period 

 

Please help

Regards,

Jay

 

Need Help
  • v-yalanwu-msft's avatar
    v-yalanwu-msft
    3 years ago

    Hi, jayadevan_v ;

    You could create a new table without the SLData table. 

    New = VALUES('SLData'[DocumentDate])

    Then create a measure.

    Measure = 
var _value=
IF(MAX('New'[DocumentDate])<MIN('SLData'[DocumentDate]),CALCULATE(SUM('SLData'[Amount]),FILTER(ALL('SLData'),[DocumentDate]=MAX('New'[DocumentDate])&&[BranchName] in VALUES(SLData[BranchName]))))
return IF(ISINSCOPE('New'[DocumentDate]),_value,[OpBal])

    The final show:


    Best Regards,
    Community Support Team _ Yalan Wu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

1 Reply

  • v-yalanwu-msft's avatar
    v-yalanwu-msft
    Community Support
    3 years ago

    Hi, jayadevan_v ;

    You could create a new table without the SLData table. 

    New = VALUES('SLData'[DocumentDate])

    Then create a measure.

    Measure = 
var _value=
IF(MAX('New'[DocumentDate])<MIN('SLData'[DocumentDate]),CALCULATE(SUM('SLData'[Amount]),FILTER(ALL('SLData'),[DocumentDate]=MAX('New'[DocumentDate])&&[BranchName] in VALUES(SLData[BranchName]))))
return IF(ISINSCOPE('New'[DocumentDate]),_value,[OpBal])

    The final show:


    Best Regards,
    Community Support Team _ Yalan Wu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.