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hi, i want to extract Balance at last trasection date of each month, i have added index column but steill cant find out the formula
need your help
@Anonymous - I like @DataZoe , there is also Lookup Min/Max that I wrote. https://community.powerbi.com/t5/Quick-Measures-Gallery/Lookup-Min-Max/m-p/985814#M434
@Anonymous , Try closingbalancemonth
closingbalancemonth(Sum(Table[Month wise outstanding]), Table[Date])
prefer to use with date table
closingbalancemonth(Sum(Table[Month wise outstanding]), Date[Date])
refer video: how to use https://youtu.be/yPQ9UV37LOU
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.
@Anonymous , new flag column
if([Transaction Date] =eomonth([Transaction Date] ,0),1,0)
@Anonymous https://docs.microsoft.com/en-us/dax/lastnonblankvalue-function-dax
Month End =
LASTNONBLANKVALUE (
Table[Transaction Date],
SUM ( Table[Month Wise Outstanding] )
)
Edit: I forgot to add, you would use this with say a table, and by month.
Respectfully,
Zoe Douglas (DataZoe)
Follow me on LinkedIn at https://www.linkedin.com/in/zoedouglas-data
See my reports and blog at https://www.datazoepowerbi.com/
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