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@ Help Required
Need Help -
I have a dataset which holds [GroupName] (Indirect Cost, Direct Cost, Purchase, Sales Accounts,Miscellaneous Income,Stock PnL), [MMM_YYY], [Credit] and [Debit].
I want a single DAX Measure or a single Custom Column which will give me the result mentioned below -
Indirect Cost, Direct Cost and Purchase = [Debit]-[Credit]
Sales Accounts, Miscellaneous Income = [Credit]-[Debit]
Stock PnL = Previous Month ([Credit]-[Debit]) - Current[Credit]-[Debit]
Thanks in advance ...
Hi Anonymous
Are the [Credit] and [Debit] in the same table?
Which part is not sloved?
Best Regards
Maggie
8 Replies
- MFelixSuper User
Hi Anonymous ,
Your question is not very clear, however I believe that what you want is based on the group Name you get different results, you need to have a measure similar to this one:
Measure = SWITCH ( TRUE (); SELECTEDVALUE ( Table[GroupName] ) IN { "Indirect Cost"; "Direct Cost"; "Purchase" }; SUM ( Table[Debit] ) - SUM ( Table[Credit] ); SELECTEDVALUE ( Table[GroupName] ) IN { "Sales Accounts"; "Miscellaneous Income" }; SUM ( Table[Credit] ) - SUM ( Table[Debit] ); SELECTEDVALUE ( Table[GroupName] ) IN { "Stock PnL" }; CALCULATE ( SUM ( Table[Credit] ) - SUM ( Table[Debit] ); DATEADD ( Table[Date]; -1; MONTH ) ) - ( SUM ( Table[Credit] ) - SUM ( Table[Debit] ) ) )Be aware that the calculation for the previous period I made it on a date format since I believe is better for time intelligence you should convert your [MMM_YYY] to a date format end of month for all dates.
This is a measure not a calculated column, but can be adjusted for column.
If you have any question can you please share a sample file and expected results.
Also please see this post regarding How to Get Your Question Answered Quickly (courtesy of @Greg_Deckler) and How to provide sample data in the Power BI Forum (courtesy of @ImkeF).
- v-juanli-msftCommunity Support
Hi Anonymous
Is this problem sloved?If it is sloved, could you kindly accept it as a solution to close this case and help the other members find it more quickly?If not, please feel free to let me know.Best RegardsMaggie- AnonymousNot applicable
Its not yet resolved, but, its okay, i can close this thread
- MFelixSuper User
Hi Anonymous ,
What is missing for getting your issue solved? Can you share a sample file and expected results?
- v-juanli-msftCommunity Support
Hi Anonymous
Are the [Credit] and [Debit] in the same table?
Which part is not sloved?
Best Regards
Maggie
- AnonymousNot applicableYes, am not able to crack this -
Stock PnL = Previous Month ([Credit]-[Debit]) - Current[Credit]-[Debit- v-juanli-msftCommunity Support
Hi Anonymous
Create measures
c-d = SUM('Table'[Credit])-SUM('Table'[Debit]) stock1 = SUMX('Table',[c-d]) stock2 = CALCULATE([stock1],PREVIOUSMONTH('date'[Date]))-[stock1]Best Regards
MaggieCommunity Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.