OPENINGBALANCEYEAR

An expression evaluated at the last date of the year before the filter context's (the year ending on 31 December, or on a date given).

Group: Time intelligence. Compatible with DAX.

Syntax

OPENINGBALANCEYEAR ( <expression>, <dates> [, <filter>] [, <year_end_date>] )

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.
`year_end_date`	Text optional	The year's last day as month and day, such as "6-30" for a year that ends on 30 June; when left out, 31 December. Not used with a calendar, whose own years count.

Returns

Same type as the expression. The expression on the last date the column holds before the year.

Remarks

The year is the one of the first date in the filter context, ending on 31 December or on the year end given; the opening is the closing of the year before.
With three arguments, a text in the third place is read as the year end, not as a filter.
A filter on another column of the dates' table (a year 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

Opening of the calendar year and of a season

From the third quarter of 2025: the close on 31 December 2024, and on 30 June 2025 for a year that ends in June.

EVALUATE
CALCULATETABLE (
    ROW (
        "Year", OPENINGBALANCEYEAR ( [Close price], Prices[Date] ),
        "Season", OPENINGBALANCEYEAR ( [Close price], Prices[Date], "6-30" )
    ),
    Prices[Commodity] = "Malting barley",
    DATESBETWEEN ( Prices[Date], DATE ( 2025, 7, 1 ), DATE ( 2025, 9, 30 ) )
)

Year	Season
3909.42	4224.44

CLOSINGBALANCEYEAR, OPENINGBALANCEQUARTER, PREVIOUSYEAR, STARTOFYEAR.

Last updated 3 November 2026 · OpenBI Studio 0.3.74