Forum Discussion

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...
Need Help
  • 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

     

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

You make sure you have date calendar. End balance is nothing but cumulative

 

Starting value = 
var _min =minx(Table,Table[date]))
CALCULATE(SUM(Table[value]),filter(date,date[date] <=_min)


Cumm value = CALCULATE(SUM(Table[value]),filter(date,date[date] <=maxx(date,date[date])))

Cumm value = CALCULATE(SUM(Table[value]),filter(date,date[date] <=maxx(date,endofmonth(dateadd(date[date]),-1,month))))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

Appreciate your Kudos.