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shilpa288
Frequent Visitor

Opening Balance not working

Hi Guys,

 

I am having issue with opening balance dax function.

I am using this calculation for opening balanace which is not working correctly.

Open bal =

CALCULATE(
MAX(View_EventRec_Test3[Charges/Required] ),
TOPN(1,
FILTER(
ALLSELECTED(View_EventRec_Test3),
View_EventRec_Test3[InvoiceDate]< Max(View_EventRec_Test3[InvoiceDate])
),
View_EventRec_Test3[InvoiceDate],DESC
))
 
Please find sample report template.

shilpa288_0-1656895911502.png

Kindly help !

Thank you

 

 

 

1 ACCEPTED SOLUTION
v-rzhou-msft
Community Support
Community Support

Hi @shilpa288 ,

 

According to your statement, I think first [OpenBal] is equal to 0 and other [OpenBal]s is calculated based on  [Clos_Bal].  [Clos_Bal] is calculated based on the [Clos_Bal] before. As far as I know , Power BI doesn't support us to calculate looping by Dax. I suggest you to calculate this by M code in Power Query.

List.Generate() should work.  Here is a video about easying looping in Power Query.

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-rzhou-msft
Community Support
Community Support

Hi @shilpa288 ,

 

According to your statement, I think first [OpenBal] is equal to 0 and other [OpenBal]s is calculated based on  [Clos_Bal].  [Clos_Bal] is calculated based on the [Clos_Bal] before. As far as I know , Power BI doesn't support us to calculate looping by Dax. I suggest you to calculate this by M code in Power Query.

List.Generate() should work.  Here is a video about easying looping in Power Query.

 

Best Regards,
Rico Zhou

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi RicoZhou, 

 

Thank you for your reply. 
Yes, DAX doesn't support and I used Power query to do this . 
Thank you for your help . 

shilpa288
Frequent Visitor

Hi , Is there any way to achive this using Dax?

 

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