Opening Balance row wise

Have you tried creating a measure based upon OPENINGBALANCEYEAR?

https://msdn.microsoft.com/en-us/library/ee634886.aspx

Opening Balance Year should work as that is how I do mine:

Start of Year Indemnity Paid = OPENINGBALANCEYEAR([INDEMNITY Paid Amount],'Summary Financials'[Report Eval Date])

You can also confirm this works by dragging over the YEAR attribute in your Calendar Table and checking to see what the Opening balance is across those years to make sure it is accurate.

Another confirmation is to take multiple date in the year and make sure the result is all the same number (opening balance)

Hi azizshaikh,

It does matter a lot what the filter context is, for using the OPENINGBALANCE functions.

Maybe this dax code sample helps you...

Opening Balance Qty :=
SWITCH (
    TRUE;
    ISFILTERED ( Date[Year Month] ) || ISFILTERED ( Date[Month] )
        || ISFILTERED ( Date[Month Short] )
        || ISFILTERED ( Date[Month Name] ); OPENINGBALANCEMONTH ( [Qty]; Date[Date] );
    ISFILTERED ( Date[Year Quarter] ) || ISFILTERED ( Date[Quarter] )
        || ISFILTERED ( Date[Quarter Naam] ); OPENINGBALANCEQUARTER ( [Qty]; Date[Date] );
    ISFILTERED ( Date[Year] ); OPENINGBALANCEYEAR ( [Qty]; Date[Date] );
    BLANK ()
)

So basically, with ISFILTERED yoiu check what the filter context is, and then you choose the correct OPENINGBALANCE function to use.

HTH,

Hello All,

We are experiencing a roadblock while trying to implement a feature for getting Opening balance for a particular customer within a certain date range.

To explain it more clearly, let’s take a example:

Sale Order Table

Order Date         CustName         Sale (USD$)

03/24/2016               Aziz               100

04/02/2016               Aziz               250

04/10/2016               Aziz               200

04/11/2016               Aziz               100

04/06/2016               Ankit              200

04/09/2016               Ankit              100

04/11/2016               Ankit              150

For the above table we will going to apply a Start and End date filter on Report level for Order Date and following result is expected from the table.

1. Start date: 04/07/2016

         End date: 04/12/2016

Sale Order Report

CustName    Opening Balance     Sale (USD$)     Closing Balance

Aziz                       350                          300                      650

Ankit                      200                          250                      450

So as seen from the above table, after applying report level filter the opening balance should come up as a sum up of balance before(i.e. 04/06/2016) the start date of the filter.

We had already tried with the combination of Time Intelligence Functions like “OPENBALANCEYEAR”, “TOTALYTD” etc. but didn't got the desired output.

Kindly suggest a solution or a workaround for the above scenario.