Need help on how to pull in previous month closing balance in Opening Balance Metric. Closing Balance refers to the Opening Balance. Basically Circular Ref, and just for ref need function similar to previous of Anaplan
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Closing and Opening Balance
- Wallflower
Best answer by CDALMAY
Hi
To get rid of the circular reference, you use this article from
Basically, your Ending Balance formula will be :PREVIOUS(Month) + Movements_In + Movements_Out
Your Beginning Balance formula will be :
‘Ending Balance’[SELECT:Month-1]
Also, if you only intend to display the Beginning Balance in a table, you just need to create the Ending Balance metric and add it twice to the table :
- One to display the Ending Balance data
- One to display the Beginning Balance data by leveraging the Show Value As functionality with an Offset on Previous month item.
Let me know if that makes sense
+14- Master Helper
- Answer
Hi
To get rid of the circular reference, you use this article from
Basically, your Ending Balance formula will be :PREVIOUS(Month) + Movements_In + Movements_Out
Your Beginning Balance formula will be :
‘Ending Balance’[SELECT:Month-1]
Also, if you only intend to display the Beginning Balance in a table, you just need to create the Ending Balance metric and add it twice to the table :
- One to display the Ending Balance data
- One to display the Beginning Balance data by leveraging the Show Value As functionality with an Offset on Previous month item.
Let me know if that makes sense
Clement
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