Apply the filter on specific column in table visualization in Quicksight

Hi All,
Can anyone help me build the below kind of report in quicksight?

In this report, we have to implement a table which shows balance at starting, reporting and closing balance.

and we have added a control for the reporting period.

let’s say we selected the start date as 2004-01-01 and the end date as 2004-02-28.

So starting balance must show the data before the reporting start date and the closing balance should show the sum of reporting and starting balance.

Hi @achourey,

You can achieve this using Calculated fields for each of the measures you are showing in the columns of your excel.

In the calculated fields you can compute values by including a condition based on dates. The visual itself should not be filtered for the date range.

The calculated fields for “Starting *” will have a check if Date < StartDate parameter and if yes take the value else 0.
The calculated fields for “Reporting *” will have a check if Date between StartDate and End Date parameter and if yes take the value else 0
The calculated fields for “Closing *” are based on the first two calculated fields.

Regards,
Giri

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Hi @achourey,
It’s been awhile since we last heard from you; did you have any additional questions regarding your initial topic?

If we do not hear back within the next 3 business days, I’ll go ahead and close out this topic.

Thank you!

Hi @achourey,
Since we haven’t heard back, I’ll go ahead and close out this topic. However, if you have any additional questions, feel free to create a new post in the community and link this discussion for relevant information if needed.

Thank you!