Power Pivot Principles: The A to Z of DAX Functions – CLOSINGBALANCEMONTH
25 January 2022
In our long-established Power Pivot Principles articles, we continue our series on the A to Z of Data Analysis eXpression (DAX) functions. This week, we look at CLOSINGBALANCEMONTH.
The CLOSINGBALANCEMONTH function
This function evaluates the expression at the last date of the month in a modified filter context. Its syntax is as follows:
CLOSINGBALANCEMONTH(expression, dates [, filter])
It has several arguments:
- expression: an expression that returns a scalar value
- dates: a column that contains dates
- filter: this is an optional Boolean expression or table expression that defines a filter.
- It should be noted that:
- dates argument can be any of the following:
- a reference to a date / time column
- a table expression that returns a single column of date / time values
- a Boolean expression that defines a single-column table of date / time values
- this function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules.
Here, we have a Sales table below containing sales transactions in 2021:
Now, we will create a measure named CBMonth that returns the amount at the last date of every month.
The result is as follows:
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