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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

@ 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

  • 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-msft's avatar
    v-juanli-msft
    Community 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 Regards
    Maggie
    • Anonymous's avatar
      Anonymous
      Not applicable

      Its not yet resolved, but, its okay, i can close this thread

      • MFelix's avatar
        MFelix
        Super User

        Hi Anonymous ,

         

        What is missing for getting your issue solved? Can you share a sample file and expected results?

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support

    Hi Anonymous 

    Are the [Credit] and [Debit] in the same table?

    Which part is not sloved?

     

    Best Regards

    Maggie

    • Anonymous's avatar
      Anonymous
      Not applicable
      Yes, am not able to crack this -
      Stock PnL = Previous Month ([Credit]-[Debit]) - Current[Credit]-[Debit
      • v-juanli-msft's avatar
        v-juanli-msft
        Community 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
        Maggie
        Community 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.