Point in Time balance

[Accelins]

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! 

[amitchandak]

@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-tr...

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]

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 Id	Business Id	Fct Date	Amount	Balance
the database Id	The Business ID	The date of the transaction	The amount of the transaction	The sum of the settlement, from the selected point in time but linked back to the fct on the table id