trial balance
2 TopicsDynamic Trial Balance with Opening, Debit, Credit, Net Change and Ending Balance
Hello friends I want to calculate the **Opening** **Balance** for the attached Trial Balance, the opening balance should be dynamic based on the selected date in the dates slicer. Then the **Debit** and **Credit** is the Movement between the selected dates in the **dates slicer** The Net Changes is simple = **Debit** - **Credit** Finally, the **Ending Balance** is the sum of all the transactions until the selected slicer **max date** Thanks in advance, I'm able to achieve the same in Power Query, but I like to create the same using DAX.Solved4.3KViews0likes8CommentsRolling total where data rows are sporadic
Hi! I have a Trial balance that provides the following output: The Entry for March 2019 for "Deposits" should be 9,897.50 but, since there were no transactions in that month for that account, the balance isn't calculated/presented. The Measure I'm using is otherwise fine, and pretty standard: =calculate(Sum(Data[Amount]),FILTER(all('Calendar'[Date]),'Calendar'[Date] <=max(Data[Date]))) How can I modify this so that the balance for a period shows, even if there are no transactions in that period? Thanks!816Views0likes4Comments