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Regular Visitor

Do not summarize measure in date rollup

I am looking for the proper measure settings that would not summarize the measure over time but would summarize it for a given day. Other BI tools have similar settings to allow to pick the first or the last date's values for a given period.

 

Example: a table has records for every day, for each account, including opening and closing balances and debits and credits by day. While summarizing debits and credits for a month fpor all accounts makes sense, the opening and closing balances should not be summarized for the month: for beginning balance only the first day's total should be showing and for the closing balance the last day's total. Is there a measure setting to achieve this?

3 REPLIES 3
Super User IV
Super User IV

@AdrienneB , check out

-closingbalancemonth ,closingbalancequarter, closingbalanceyear.there are opening function too. Check in the file how firstnonblankvalue has been used

https://www.youtube.com/watch?v=yPQ9UV37LOU

 

https://community.powerbi.com/t5/Quick-Measures-Gallery/Allocating-Targets-in-Power-BI-Why-You-misse...



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Helper IV
Helper IV

@AdrienneB this video will help you.

https://www.youtube.com/watch?v=JnhXyQ8eyuo

 

thank you.

Super User III
Super User III

You'd need to provide some data with an explanation of what you expect. There aren't "measure settings" per se. There are a set of functions to be used in measures for this, like OPENINGBALNACEMONTH or CLOSINGBALANCEMONTH though they may not be what you are truly after.

 

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