Hi,
I have a dataset comprised of rows of invoiced/paid amounts and booking dates. My goal is to get an historic overview of open amounts. Therefore I need to calculate the open amount up to a given date.
I can't use a calculated column because I need to slice the information further to be able to show open amounts by company and customer. I'm going for a measure using DAX.
This is a sample of my dataset called FIAR_C03. I've also added the expected result of the measure:
Booking date | Amount | Measure result
30-11-2016 - -
01-12-2016 1,000 1,000 (also for dates in between)
05-12-2016 5,000 6,000
06-01-2017 3.000 9,000
12-01-2017 (1,000) 8,000
15-01-2017 (3,000) 5,000
02-02-2017 1,500 6,500
04-02-2017 (5,000) 1,500
I've solved this in Excel using simple SUMIF function. I just can't seem to get it to work in Power BI Desktop using DAX. I've created a formula for calculating one specific date, the issue is making PBI calculate for all dates in the given date range. This is what I got so far:
Open amount = CALCULATE(SUM(tblFIAR_C03[Amount]),FILTER(tblFIAR_C03,tblFIAR_C03[Booking date]<=DATE(2016,12,1)))
This formula works, but only for the given date of 1-12-2016. I can't seem to find a way to make it calculate for any given date range.
Please provide input on this matter, I'm kinda stuck here 
Rg. Erwin