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Hi,
I am trying to calculate opening balance for each month from my available data. I have also added a slicer for month to see the opening balance for selected month. I have used following formula (Referred from a solution in community messages - https://community.powerbi.com/t5/Desktop/DAX-Closing-and-Opening-Balances/m-p/232590#M103612😞
Opening Balance =
CALCULATE(
SUM(table1[Balance]),
FILTER(
ALL(table1),
SUMX(
FILTER( table1,
EARLIER(table1[Date]) = LASTDATE(PREVIOUSMONTH(table1[Date]))),
(table1[Balance])
))
Everything is working fine except that if i crossfilter (based on interactions), opening balance remains constant. Only slicer seems to be working fine. I am assuming that this is because of ALL function in the formula. However if i remove ALL, the column goes blank for opening balance.
Can someone help me with the situation.
Thanks in Advance
Hi @Anonymous,
Could you have tried with a measure instead of a calculated column? Or you could use the OPENINGBALANCEMONTH function to have a try. If the problem still persists, could you please offer a sample file to have a test and post your desired result if possible?
Regards,
Daniel He
https://drive.google.com/open?id=1i3MMEhFoJEGX6KMouRk9nMgNJWaFGwyX
Hi @v-danhe-msft,
Attached is the link to the test file. I need my opening balances to be divided betweent the sources, however i get the total across all data sources. How to make that change?
Thanks
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