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Accelins's avatar
Accelins
Frequent Visitor
3 years ago

Point in Time balance

Hello, 

I have a star schema set up with a transaction fct table, a transactional settlement table, and a few shared dimensions. The fact table is essentially an invoice and the settlement table is payments against the invoice. 

I would like to figure out a point in time balance by a dimension (dim_premium_transactions) but haven't been able to get it into a table as yet. the measure in a card filtered to one ID works but when I add the measure into a table with the userelationship function. it doesn't filter the tables by the point in time. 

If I add in the other 2 relationships as separate UserRelationships I get the ambiguity error

 

The perfect outcome would be, the PIT table filters both fct and settlement first, then the DAX calculates the SUM of the fct minus the Sum of the settlement.

 

Thanks for any help! 

Need Help

2 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    3 years ago

    Accelins , if you have start data and end date, you need to follow HR approach. else inventory approch

     

    Power BI: HR Analytics - Employees as on Date : https://youtu.be/e6Y-l_JtCq4
    https://community.powerbi.com/t5/Community-Blog/HR-Analytics-Active-Employee-Hire-and-Termination-trend/ba-p/882970

     

    Inventory

    Power BI Inventory On Hand: https://youtu.be/nKbJ9Cpb-Aw

     

    Inventory / OnHand
    CALCULATE(firstnonblankvalue('Date'[Month]),sum(Table[Intial Inventory]),all('Date')) + CALCULATE(SUM(Table[Ordered]),filter(date,date[date] <=maxx(date,date[date]))) - CALCULATE(SUM(Table[Sold]),filter(date,date[date] <=maxx(date,date[date])))

     

     

    • Accelins's avatar
      Accelins
      Frequent Visitor
      3 years ago

      Hi amitchandak I reviewed both videos and read the Blog but non of these are suitable for the issue we have. 

      I need to be able to display the balance in a table with the fct information. Therefore I need to include the inactive relationship between the fct and the settlement, the inventory returns the same result as I already have. 

      Table IdBusiness IdFct DateAmountBalance
      the database IdThe Business IDThe date of the transactionThe amount of the transactionThe sum of the settlement, from the selected point in time but linked back to the fct on the table id