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sa100's avatar
sa100
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3 years ago
Solved

Master Transaction Table-Assistance

Hi, i have the following master table (example My aim is to get the followings: -Profit and loss for each product trade. it should include bonus also -I get a bonus (number of purchase items * 0.1...
  • v-yueyunzh-msft's avatar
    v-yueyunzh-msft
    3 years ago

    Hi, sa100 

    You can refer to this .pbix file.

     

    Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

     

    Best Regards,

    Aniya Zhang

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

v-yueyunzh-msft's avatar
v-yueyunzh-msft
Icon for Community Support rankCommunity Support
3 years ago

Hi , sa100 

For your need , you want to calculate the bonus, you can try to refer to :

We can create a measure like this:

Profit/Loss Bonus (Quantity *0.001) = 
var _minbuydate=[Date of Sale]
var _currentdate=MAX('Table'[Trade Date])
var _datediff=DATEDIFF(_minbuydate,_currentdate,DAY)
return
IF(MAX('Table'[Order Type])="Sell",IF(_datediff>365,SUM('Table'[Quantity])*0.001,0.000),BLANK())

Then we put it on the visual :

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

 

Best Regards,

Aniya Zhang

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

sa100's avatar
sa100
Icon for Helper I rankHelper I
3 years ago

Thank you v-yueyunzh-msft  for bonus calculation.

But the main part of my query is-How should I calculate profit and loss as it include split the purchase/sales value in a single row or add  the two rows values from Master Transaction Table.  Thank you.