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mohsinmasood's avatar
mohsinmasood
Frequent Visitor
2 years ago

Financial Statements Dax Measures

I have financial statement format for that i am using measures with switch to display the value but one of the measures is not giving me right value when placed with switch function alone that measur...
Joe_Barry's avatar
Joe_Barry
Icon for Solution Sage rankSolution Sage
2 years ago

Please try  the below

But what are trying achive here with this part?  +[Net Profit for Equity]

Reserves = 
CALCULATE(
   SUM('Financial Data'[Accounted Net]),
     KEEPFILTERS('Financial Data'[Group dUPLICATE acc type] IN {"Owners", "equity"),
ALL('Financial Data'[Accounted Net])

 

 

  • mohsinmasood's avatar
    mohsinmasood
    Frequent Visitor
    2 years ago

    actually i am trying to build Balance sheet where we have to add net income for the year to owners equity

    • Joe_Barry's avatar
      Joe_Barry
      Icon for Solution Sage rankSolution Sage
      2 years ago

      Hi mohsinmasood 

       

      So you need to add [Net Profit for Equity] to the answer of the first part?

       

      Reserves = 
VAR _OwnEq = 
CALCULATE(
   SUM('Financial Data'[Accounted Net]),
     KEEPFILTERS('Financial Data'[Group dUPLICATE acc type] IN {"Owners", "equity"),
ALL('Financial Data'[Accounted Net])

RETURN
_OwnEq + [Net Profit for Equity]

       

      Presuming [Net Profit for Equity] is a measure