Opening Balance for each Entity

[mq2020]

I have opening balance calculation which currently works on total levels but when I drill down by Entity it's not working correctly (it still shows the total opening balance for all entities).

I think it has to do with the FILTER(ALL()) in my formula but I am not sure how to modify it to allow dinamic change based on the Entity selected.

This is the formula I am using at the moment:

Opening Balance =

var mindate =

MIN(Transactions[Day])

RETURN

CALCULATE(

[Amount £],

FILTER(ALL(Transactions),Transactions[Day]<mindate)

)

[amitchandak · Accepted solution]

@mq2020 , Join transaction day with Date and then use date

Opening Balance =
var mindate =
MIN(Date[Date])
RETURN
CALCULATE(
[Amount £],
FILTER(ALL(Date),Date[Date]<mindate)
)

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-Y...


Appreciate your Kudos.

[mq2020]

@amitchandak , thank you so much, all working now.

I tend to have this issue often where I am filtering the dates in the sales table rather than the Calendar table and I never quite understand why it gives me different results.