ClosingBalance Formula - incomplete Years

jeancake

Board Regular
Joined
Nov 3, 2008
Messages
57
I'm using the closing balance formula in PowerPivot to get the end of Year Balances from and account history table for multiple years. This issue I'm having is that I would like to show the year end balances for the last couple of years, but i would also like to show the year end balance as of August 2023, but because 2023 is an incomplete year I get no result for 2023. I'm using year as the row and Closing balance month as the formula. How can I get the closing balance to show as of August 2023?
 

Excel Facts

When did Power Query debut in Excel?
Although it was an add-in in Excel 2010 & Excel 2013, Power Query became a part of Excel in 2016, in Data, Get & Transform Data.

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