Dax Calculation to show current year and variance data in a single measure

[Muthuramalingam]

Hi

We are preparing an indirect method of the cash flow statement from the general ledger data.  I will insert the table image of general ledger data and cash flow mapping. 

General ledger data sample image 

Cash flow mapping image

In cashflow mapping, we have mentioned the direct and indirect connections of financial nodes. 

We need to show current year data to DIRECT cashflow bucket list items and also we need to show Variance (Current year- last year) for INDIRECT cashflow bucket lists item.  In the cash flow statement in a single column, we need to show current year and variance measure in a single column by using a dax measure.

Direct Connection                                                                  

Dividend Income                                                                   

Amortization of software                                                       

Depreciation

Bad debt expenses

Indirect Connection

Increase (decrease) in provision for bonuses

Increase (decrease) in provision for bonuses for directors (and other officers)

Increase (decrease) in provision for retirement benefits for directors (and other officers)

Increase (decrease) in provision for retirement benefits

Increase (decrease) in provision for retirement benefits

Increase (decrease) in provision for retirement benefits for directors (and other officers)

Increase (decrease) in provision for loss on guarantees

Increase (decrease) in provision for point card certificates

Relationship image

In the cash flow statement in a single column, we need to show the current year and variance measure in a single column by using a dax measure.

Community members, please suggest a way to solve this issue. 

[Muthuramalingam]

Hi @daXtreme 

Understood. Thanks for your reply.I will explain the issue shortly. Please go through the image. Financial accounts are in a single column and we mentioned the types of the accounts. For direct accounts, we want to show the current year data and for indirect accounts, we want to show the variance data. We need to show both data in a single column by using a single measure.

[v-yinliw-msft · Accepted solution]

Hi @Muthuramalingam ,

You can try this method:

Notice that your current and variance are both measures, so I create the data like this:

New measure:

Current = SUM('Table'[Current Year])

var = SUM('Table'[Variance])

The two measures above are simulated the measure you have.

The only measure you need to create by yourself is below:

Result = IF(MAX('Table'[Type]) = "Direct", [Current], [var])

The result is:

Is this what you expect? Hope this helps you.

Here is my PBIX file.

Best Regards,

Community Support Team _Yinliw

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Muthuramalingam]

Hi @v-yinliw-msft 

Thank you for your response. I have tried your dax its working perfectly.

[daXtreme]

OK, should this not be as easy as creating a measure that displays different numbers utilizing conditional logic via IF or SWITCH? The branching should be based on the type of the account...

[daXtreme]

Hi @Muthuramalingam 

A bit too much to read, I guess. Can you not break this down into smaller, more digestible chunks, please? As it currently stands, I have serious doubts someone will be willing to dissect this... but might be wrong 🙂

Also, if I were you, I'd place a link to a file with sample data that demonstrates the issue. Otherwise, it'll be hard to deal with this, I suppose.