Forum Discussion
Exclude GL account from equity
- 1 year ago
Hi Djdjwhao,
Thank you for the follow-up question. Also, thank you for testing that out and letting us know. Since you mentioned it still did not work, could you confirm whether:
• You are seeing the same numbers as before (filter not applying), or
• You are running into an error message?
To help isolate the issue, try placing the [Equity (Excluding GL 9160)] measure in a simple table along with the GLnumber column. That way, you can check if the unwanted GL account is still included.
If the first approach did not work in your model, you could try this alternative version:Equity (Excluding GL 9160) = CALCULATE( [Equity], FILTER( ALL(chartofaccounts), chartofaccounts[GLnumber] <> "000-9160-00" ) )This uses FILTER(ALL(...)) to make sure the GL account is excluded regardless of slicer context.
Refer this link: https://learn.microsoft.com/en-in/dax/filter-function-dax
Hope this helps. If you have any doubts regarding this, please feel free to ask here. We will be happy to help.
Thank you for using the Microsoft Community Forum.
Your current DAX works for P&L but not for equity because equity measures are on the balance sheet.
Fix: Use a FILTER(ALL(...)) to exclude the GL
CALCULATE(
selectedmeasure(),
FILTER(
ALL(chartofaccounts),
chartofaccounts[GLnumber] <> "000-9160-00"
)
)