Skip to main content
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Not applicable

Opening & Closing balance in statement of accounts - Power BI, DAX

Hello all,

How to bring the opening and closing balance for a specific customer account @pbix  report using @DAX functions? 

I have a requirement where the report will be run for a customer and the data range can be anything, it need not be from starting of the year and ending of the year(1st Jan to 31st dec).

The ways which I have tried are 


              2) Adding the index in the data and sorting according to the customer account value. (eg) 

LOOKUPVALUE('Table'[ Balance $],'Table'[Seq],'Table'[Seq]-1)+0
              3) Summing the total cumulative balance and negating it with previous month total. 
None of them worked. Please suggest the ways to acheive it with examples. 
<<Edited - I have attached the sample expected calculation & also highlighted the opening and closing balance, I have also tried existing power BI blogs with respect to opening and closing balance, it didnt resolve my purpose.>>




Super User
Super User


Can you share some sample data and the expected result to have a clear understanding of your question?
You can save your files in OneDrive, Google Drive, or any other cloud sharing platforms and share the link here.
How to paste sample data with your question?
How to get your questions answered quickly?

Did I answer your question? Mark this post as a solution, this will help others!.

Click on the Thumbs-Up icon if you like this reply 🙂

YouTube, LinkedIn

Did I answer your question? Mark my post as a solution! and hit thumbs up

Subscribe and learn Power BI from these videos

Website LinkedIn PBI User Group

Not applicable

@Fowmy Thanks for the suggestion, I have attached the sample data and highlighted the values.

Helpful resources

July 2024 Power BI Update

Power BI Monthly Update - July 2024

Check out the July 2024 Power BI update to learn about new features.


Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.