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Whoule's avatar
Whoule
Icon for Helper I rankHelper I
3 years ago
Solved

Opening balance quarter

Hello, 

 

I am looking for a solution on the OPENINGBALANCEQUARTER measure not working. To provide a generic picture of my data, I imported multiple excel files that total millions of rows and combine them into one table. I also created a date table.

 

For whatever reason, the column for my opening balance remains blank no matter which quarter I select in the slicer. Every other columns displays the correct information.

Any idea what I am missing here or if you see another alternative to get an opening balance?

 

Thanks.

 

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

    Hi , Whoule 

    According to your description, the OPENINGBALANCEQUARTER() function return null . Right?

    I test in my side , when we use the [Date] in the 'Date' Table it will return null. We need to use the [Date] in the 'Testing' Table,like this:

    Measure = OPENINGBALANCEQUARTER(SUM('Testing'[Local Currency Amnt]),'Testing'[Date])

    Then we can get the opening balance value :

     

    And you also need to put the Date in it not the hirearchy type.

    If this method does not meet your needs, you can provide us with your special sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem.

    Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

     

    Best Regards,

    Aniya Zhang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

     

     

     

2 Replies

  • v-yueyunzh-msft's avatar
    v-yueyunzh-msft
    Icon for Community Support rankCommunity Support
    3 years ago

    Hi , Whoule 

    According to your description, the OPENINGBALANCEQUARTER() function return null . Right?

    I test in my side , when we use the [Date] in the 'Date' Table it will return null. We need to use the [Date] in the 'Testing' Table,like this:

    Measure = OPENINGBALANCEQUARTER(SUM('Testing'[Local Currency Amnt]),'Testing'[Date])

    Then we can get the opening balance value :

     

    And you also need to put the Date in it not the hirearchy type.

    If this method does not meet your needs, you can provide us with your special sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem.

    Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

     

    Best Regards,

    Aniya Zhang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

     

     

     

    • Whoule's avatar
      Whoule
      Icon for Helper I rankHelper I
      3 years ago

      This will do the job for now. Thanks for your help.