How to pick up the balance from a previous month

neg177
neg177
in Modeling

Hi,

 

We are trying to pick up a Line Item Balance from the previous end of the month. For example, for the month of Feb, need to see the ending balance that is at the end of January. 

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  • AntonMineev
    AntonMineev
    Answer ✓

    You are welcome. if my answer helped you, please mark it as a solution.

Answers

  • AntonMineev
    AntonMineev

    Hi @neg177!

    Do you use custom time or no?

    Classic solution with native time:

    1. You calculate CB on month (OB + Movements).

    2. You calculate Opening Balance use PREVIOUS(CB) formula.

     

    This formula take amount from previous month from needed LI.

  • neg177
    neg177

    ok, Thank you 

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