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Whoule
Helper I
Helper I

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.

Whoule_1-1671031445957.png

Whoule_2-1671031547223.png

 

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.

Whoule_3-1671031816961.png

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

 

Thanks.

 

1 ACCEPTED SOLUTION
v-yueyunzh-msft
Community Support
Community Support

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 :

vyueyunzhmsft_0-1671070664460.png

 

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

 

 

 

View solution in original post

2 REPLIES 2
v-yueyunzh-msft
Community Support
Community Support

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 :

vyueyunzhmsft_0-1671070664460.png

 

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

 

 

 

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

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