Reputation: 8230
All opening balances (Month, Quarter & Year) functions return (Blank) BUT:
Time table & Time hierarchy structure:
Matrix visual:
Calculations:
Any idea what I m missing? Any help will be greatly appreciated!
------------------------------UPDATE------------------------------
After @Sam Nseir comment and a deeper reading on time functions find below my findings:
OP Monthly: Get the last date of the previous month. For example, if you select any date in December, you will get the value of 30th of November.
OP Quarter: Get the last date of the previous quarter. For example, if you select any date in Q4 (October, November, and December), you will get the value of the last date of Q3 – 30th of September
OP Year: Get the last date of the previous year. For example, if you select any date in year 2023, you will get the value of the last date of 2022 – 31st of December
Upvotes: 0
Views: 182
Reputation: 12111
Opening Balance functions are designed for things like inventory, where you have continuous running dates of inventory. Not designed for transactions.
Opening Balance functions actually return the day before that period starts.
OPENINGBALANCEMONTH(...)
is the same as PREVIOUSDAY(STARTOFMONTH(...))
. So in your case it is getting the sum of the last day of the previous month, and I'm guessing you don't have any transactions then.
I think what you are after is the Previous Functions:
OB Month = PREVIOUSMONTH( SUM(FctTransactions[Units Sold]),DimTime[Date] )
OB Quarter = PREVIOUSQUARTER( SUM(FctTransactions[Units Sold]),DimTime[Date] )
OB Year = PREVIOUSYEAR( SUM(FctTransactions[Units Sold]),DimTime[Date] )
Upvotes: 2