Forum Discussion
Post Prodigyleft or Other Solution
Hi,
I am not 100% I understood your goals. Anyway when it comes to defining balance sheet and profit and loss accounts functions such as PATH + PATHITEM are quite useful (you could use these to define all sorts of hierarchial logics with key pairs. Additionally I would look into enriching the data at account level either in PQ or with DAX .e.g you could create a custom column in PQ which would contain start and end account based on the range values you have and then expand this to multiple rows thus creating +/- information on account level. The main benefit of doing this on account level is that you could ignore some of the challenges posed by hierachy. Alternatively you could create the hierarchy logic entirely within the SWITCH.
I hope these suggestions/ideas help you with the issue at hand!
Community ChampionHi,
If the amount of account columns is manageable I would use SWITCH + TRUE and LEFT+ in like this:
Otherwise I would add a new table to the model where you have defined the logic in PQ or e.g. in excel and then use this as a basis for mapping.
I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!
My LinkedIn: https://www.linkedin.com/in/n%C3%A4ttiahov-00001/
Post ProdigyHi ValtteriN ,
Your measure is excellent and helped me in this case half a solution
But I used IF to try to change the plus or minus from one hierarchy to another
The hierarchy are in the same table in column AccountLvl2
IF AccountLvl2 is PBI then the formula we wrote
And so on
Thanks!
- ValtteriN
Hi,
I am not 100% I understood your goals. Anyway when it comes to defining balance sheet and profit and loss accounts functions such as PATH + PATHITEM are quite useful (you could use these to define all sorts of hierarchial logics with key pairs. Additionally I would look into enriching the data at account level either in PQ or with DAX .e.g you could create a custom column in PQ which would contain start and end account based on the range values you have and then expand this to multiple rows thus creating +/- information on account level. The main benefit of doing this on account level is that you could ignore some of the challenges posed by hierachy. Alternatively you could create the hierarchy logic entirely within the SWITCH.
I hope these suggestions/ideas help you with the issue at hand!