Power Pivot Principles: The A to Z of DAX Functions – CLOSINGBALANCEYEAR
8 February 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 CLOSINGBALANCEYEAR.
The CLOSINGBALANCEYEAR function
This function evaluates the expression at the last date of the year in a modified filter context. Its syntax is as follows:
CLOSINGBALANCEYEAR(expression, dates [, filter][, year_end_date])
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.
- year_end_date: this is an optional literal string of the year-end date. The default is December 31. The year does not need to be included.
It should be noted that:
- year_end_date argument is a literal string of a date in the same locale as the locale where it was created. The year portion is ignored
- 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.
We have a Sales table below containing sales transactions in 2021.
Let’s create a measure named CBYear that returns the amount at the last date of the financial year ended in June. Depending on the locale settings, you might have MM/DD or DD/MM format.
The result is as follows:
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