OPENINGBALANCEQUARTER
Reads a value as the quarter opens: on the column's final date before the quarter begins.
Group: Time intelligence. Compatible with DAX.
Syntax
OPENINGBALANCEQUARTER ( <expression>, <dates> [, <filter>] )| Parameter | Type | Description |
|---|---|---|
expression | Expression | The value wanted on that one date, usually a measure of a level such as a price, a stock or a balance. |
dates | Dates | A column of dates of the model, such as Sales[Month], or the name of a calendar defined in the model. |
filter | Filter optional | A condition or a table that filters as well, as a filter argument of CALCULATE does. |
Returns
Same type as the expression. The expression on the last date the column holds before the quarter.
Remarks
- The quarter is the one of the first date in the filter context; the opening is the closing of the quarter before:
CALCULATE ( expression, ENDOFQUARTER ( PREVIOUSQUARTER ( dates ) ) ). - A filter on another column of the dates' table (a quarter or a month column) stays and can leave that date out: the result is then blank.
- When the expression is blank on that date, the result is BLANK.
- Given a calendar instead of a column, it works on the calendar's own periods (fiscal years, retail months of four or five weeks, ISO weeks). A filter on a category the calendar does not define, such as a month on a calendar of weeks, can make the call an error.
Examples
A quarter's opening and closing price
The third quarter of 2025 for malting barley.
EVALUATE
CALCULATETABLE (
ROW (
"Opening", OPENINGBALANCEQUARTER ( [Close price], Prices[Date] ),
"Closing", CLOSINGBALANCEQUARTER ( [Close price], Prices[Date] ),
"Close of 30 June", CALCULATE ( [Close price], Prices[Date] = DATE ( 2025, 6, 30 ) )
),
Prices[Commodity] = "Malting barley",
DATESBETWEEN ( Prices[Date], DATE ( 2025, 7, 1 ), DATE ( 2025, 9, 30 ) )
)| Opening | Closing | Close of 30 June |
|---|---|---|
| 4224.44 | 4700.38 | 4224.44 |
Related functions
CLOSINGBALANCEQUARTER, OPENINGBALANCEMONTH, OPENINGBALANCEYEAR, PREVIOUSQUARTER.