Forum Discussion
Weekly opening balance
- 6 years ago
Hi Oomsen ,
you are right. There was one part of the calculation that I had not fixed.
You can download the new version from here.
I rechecked calculations manually, now all seem to be good.
Let me know if it also works for you!
LC
Interested in Power BI and DAX templates? Check out my blog at www.finance-bi.com
- 6 years ago
lc_finance do you have any suggestion?
lc_finance it's still not completely what i'm looking for.
I'm expecting below:
46 39882.58 0 386 96.56 40172.02
47 40172.02 0 992 -960.78 42124.80
48 42124.80 0 0 0 42124.80
Hi Oomsen ,
you are right. There was one part of the calculation that I had not fixed.
You can download the new version from here.
I rechecked calculations manually, now all seem to be good.
Let me know if it also works for you!
LC
Interested in Power BI and DAX templates? Check out my blog at www.finance-bi.com
- Oomsen6 years agoHelper III
lc_finance although it is now working properly, I noticed that there is a difference with the actual balance. This is because last year's balance is not included. How could I add this?
- lc_finance6 years agoSolution Sage
Hi Oomsen
I reopened the file and I see that you have a year slicer. Thus if you choose 2019 on the year slicer, all the amounts from 2018 and 2020 will be filtered out.
There is a solution to it, which is using ALL(). This function, along with CALCULATE, allows you to remove filters for a certain formula.
The syntax would be:
CALCULATE( your calculation goes here, ALL(Dimdate[Jaar]))
the calculation you enter will disregard the slicer on the year, it will thus be able to access all years.
Does this help you?
Regards
LC
Interested in Power BI and DAX tutorials? Check out my blog at www.finance-bi.com
- Oomsen6 years agoHelper III
lc_finance i changed the measure to:
opening = CALCULATE(SUM(Cashflow[mutatie])+[deb]-[cred];'Dimdate'[Weeknummer]<VALUES('Dimdate'[Weeknummer]);ALL(Dimdate[Jaar]))The result is below: - lc_finance6 years agoSolution Sage
- Oomsen6 years agoHelper III
lc_finance no it's not.
The closing balance at 201 was -46k.
It looks like it's making a sum of all years after the addition of ALL.
- lc_finance6 years agoSolution Sage
Hi Oomsen ,
I see that in the Power BI I have, the Transactions table only has data for the year 2019. Can you share a sample of your Power BI with data in multiple years?
That will help me in understanding the issue.
Regards,
LC
- Oomsen6 years agoHelper III
lc_finance unfortunately i'm not able to share the complete .pbix .
The problem is that "Dimdate'[Week Nummer]<VALUES('Dimdate'[Week Nummer])" doesn't work for the first week every year.
It gives a blank on week 1 every year.
- lc_finance6 years agoSolution Sage
Hi Oomsen ,
I understand that you cannot share it for confidentiality reasons.
But maybe it's possible to share a sample of it? A sample of it with the problem
Seeing the file would make it easier to help you find the issue.
Regards
LC
- Oomsen6 years agoHelper III
lc_finance below my test file.
The "opening" measure isn't running if you ask me.
In my report i would like to see visuals between today and the next 6 months.
A relative date filter would be the best solution for this i guess?
- Oomsen6 years agoHelper III
lc_finance do you have any suggestion?