Forum Discussion
Question on Beginning Balance
I got it resolved!
This is how your fact table would need to look like to make that happen:
Name Date Amount Transaction_Type
The Transction_Type column is optional for what you want to achieve.
Does the above match your situation?
Well I have a fact table with transactions that contain name, leave type, date and hours. Each row is an accrual or leave taken. It is joined to a dates table. Basically want rows similar to what I show where I have name, leave type, then YEAR. The accrual hours and actual leave hours are grouped by year. Just want a beginning balance for each Row where year is present, and for each leave type.
John Doe, sick, 2016, beginning bal (which would be zero), accrual, actual, net remaining
john doe, sick, 2017, beginning balance (ending 2016 bal), accrual, actual, net remaining
john doe, sick, 2018......
and then John Doe with the next leave type.
Basically wondering why I am seeing the beginning balance as noted below, not what should be coming as a summary for each year. BTW - The underlying data is a fact table and this data is test data. I want to ensure it is showing beginning balance for each leave code.
Hi Razorbx13 ,
Could you pls upload your .pbix file to Onedrive business and share the link with us ?
Best Regards,
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