How to Handle Ending Balances

calvert_schaefer

Looking for help understanding how to handle ending balances in Domo. I have a customer metric called Doors that records how many retail centers are carrying the product. I mocked up a dataset which is attached but there are two main columns of interest, the date column and the Door Count.

Doors is a running total so the default sum method when trying to graph by week, month, quarter, year does not apply. The graph is correct when I graph by day but when graphing by any summary element of time it is adding up the daily totals when I need it to show only the maximum of date in scope of said week, month, quarter, year.

How do I achieve this in Domo?

Here is a screenshot of the desired results in PowerBI with an Ending Balance Measure

EB = CALCULATE(sum(Sheet1[Doors]),'Sheet1'[Date]=MAX('calendar'[Date]))

Here is what Domo is doing

doors sample.xlsx

jessdoe

I don't think you need a formula, just chose the "max" option when you click the drop down menu on the "doors" column directly in your bar chart in Domo.