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aobubo85's avatar
aobubo85
New Member
3 years ago
Solved

CONDITIONAL or NESTED SUMIF

Hi All,

 

I am trying to achieve the result in the screenshot below in a Power BI Report but having trouble with the DAX. The aim is to show an aggregate Overdraft position for parent accounts by adding negative gross balances from the sub accounts in the 2nd image below.

 

 

The table below shows that the gross balance in column E adds the principal and income only (not oincluding expense) from the same account Account A, for e.g. E2 = D2 + D3. The result in F2 for Parent 1 is a sum of only the negative Gross balances E2 + E6 to compute the Net Overdraft -600. I hope this makes sense

 

 

 

 

I have created the 2 measures below to compute the result with no success so far. Any help will be greatly appreciated:

 

Gross Overdraft = 
CALCULATE(

   SUM( Table 2[Balance], FILTER(Table 2, Table 2[Type] IN {Principal, Income}

)

 

Net Overdraft = SUMX(Table2,
      SWITCH(TRUE(),

      [Gross Overdraft] < 0, [Gross Overdraft], 0)

)

 

  • Hi aobubo85 

    please try

    Net Overdraft =
    SUMX (
    SUMMARIZE ( Table2[Account], Table2[Account], "@GrossDraft", [Gross Overdraft] ),
    IF ( [@GrossOverdraft] < 0, [@GrossOverdraft], 0 )
    )

2 Replies

  • tamerj1's avatar
    tamerj1
    Icon for Community Champion rankCommunity Champion

    Hi aobubo85 

    please try

    Net Overdraft =
    SUMX (
    SUMMARIZE ( Table2[Account], Table2[Account], "@GrossDraft", [Gross Overdraft] ),
    IF ( [@GrossOverdraft] < 0, [@GrossOverdraft], 0 )
    )