OPENINGBALANCEYEAR

OPENINGBALANCEYEAR is a DAX function that evaluates an expression for the date corresponding to the end of the previous year after applying specified filters.

Syntax

OPENINGBALANCEYEAR(
   Expression,
   Dates,
   Filter,
   YearEndDate
)

Argument	Properties	Description
Expression		The expression to be evaluated.
Dates		The name of a column containing dates or a one column table containing dates.
Filter	Optional	A boolean (True/False) expression or a table expression that defines a filter.
YearEndDate	Optional	End of year date.

Return Values

A scalar value that represents the expression evaluated at the first date of the year in the current context.

Remarks

• The 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.

• Constraints on Boolean expressions are described in the topic, CALCULATE function.

• The filter expression has restrictions described in the topic, CALCULATE function.

• The year_end_date parameter is a string literal of a date, in the same locale as the locale of the client where the workbook was created. The year portion of the date is ignored.

• This function is not supported for use in DirectQuery mode when used in calculated columns or row-level security (RLS) rules.

The following sample formula creates a measure that calculates the ‘Year Start Inventory Value’ of the product inventory.

= OPENINGBALANCEYEAR(SUMX(ProductInventory,ProductInventory[UnitCost]*ProductInventory[UnitsBalance]),DateTime[DateKey])

Related functions

Other functions related to OPENINGBALANCEYEAR are:

• CLOSINGBALANCEMONTH
• CLOSINGBALANCEQUARTER
• CLOSINGBALANCEYEAR
• OPENINGBALANCEMONTH
• OPENINGBALANCEQUARTER

Contribute » | Contributors: Rick de Groot
Microsoft documentation: https://learn.microsoft.com/en-us/dax/openingbalanceyear-function-dax