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Rate's avatar
Rate
Icon for Helper III rankHelper III
6 years ago
Solved

Starting Balance based on Date Slicer

Hello,   I am having trouble with using a date slicer to calculate starting balance for a cash balance.   So, I want to have a date filter that will allow me to calculate a dinamic starting and e...
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  • Anonymous's avatar
    Anonymous
    6 years ago

    Ok we can do this with 3 measures.  I've made some assumptions, such as that you have a date table.

    Movements = SUM('YourData'[Value])
    Start Balance = var StartDate = FIRSTDATE('Date Table'[Date])
var output = CALCULATE(
	[Movements],
	ALL('YourData'),
	'YourData'[Date] < StartDate
)
RETURN
output
    End Balance = var movements = [Movements]
var startBalance = [Start Balance]
RETURN
startBalance + movements

     

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Ok we can do this with 3 measures.  I've made some assumptions, such as that you have a date table.

Movements = SUM('YourData'[Value])
Start Balance = var StartDate = FIRSTDATE('Date Table'[Date])
var output = CALCULATE(
	[Movements],
	ALL('YourData'),
	'YourData'[Date] < StartDate
)
RETURN
output
End Balance = var movements = [Movements]
var startBalance = [Start Balance]
RETURN
startBalance + movements

 

  • Rate's avatar
    Rate
    Icon for Helper III rankHelper III
    6 years ago

    Hello Anonymous , that worked great!

    Thanks a lot!!