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skzwane01
Contributor III
Contributor III

Show previous month data on current month selection

Hi,

I have a dataset of employees per month. I have to create an opening balance expression which is: the closing balance of the previous month. Please see examples below:

Sept 2020 Closing Balance = 200

Oct 2020 Opening balance = 200 and Closing Balance is 250.

Nov 2020 Opening Balance = 250 and Closing Balance is 230.

Dec 202 Opening Balance = 202 and Closing Balance is 200

Hope this makes.

Your assistance is highly appreciated.

Kind Regards

Labels (3)
2 Replies
jwjackso
Specialist III
Specialist III

You can calculate the [Opening Balance] as Above ([Closing Balance])

skzwane01
Contributor III
Contributor III
Author

Thanks it works!!! It is actually the "Before" function.

How do I now show the first months data? If you look at the below example, 202011 has no value based on the current selection, how do I show the 202010 closing balance as the 202011 Opening balance?

skzwane01_5-1617953266604.png

 

 

The expression is as below: 

skzwane01_4-1617953150754.png