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DM0010
Regular Visitor

Multiple IF functions

Hello everyone,

 

I have a question wrt multiple IF functions in DAX.

The situation is as follows: I have a general ledger table with all the account numbers of a company. Every row in the table represents one transaction that is connected with an amount. This amount is always positive, whether it has a positive or negative impact on a certain account number. There is a colomn which determines the impact (positive or negative), which is the the CODEDC colomn. Here there are two possibilities: D = debit or C = credit.

 

As you may know, in accounting there are certain rules

Assets: Debit amounts are positive when you add them up, credit amounts are negative

Debt/Equity: Credit amounts are positive when you add them up, debit amounts are negative

Costs: Debit amounts are positive when you add them up, credit amounts are negative

Income: Credit amounts are positive when you add them up, debit amounts are negative

 

Now I want to add a column that show the real amounts (ea amounts with the right effect on a certain account). So if this is a cost account (let's say OPEX), when this is a debit amount, the amount should be positive, vice versa.

 

DM0010_0-1669815111985.png

Here is an example of a part of the table that is present (where REKENING is the specific account number, BEDRAG = the amount and CODEDC = debit or credit).

 

My first guess would be that I will use a multiple IF function in the formula. Is this correct or is there another more efficient way?

 

Many thanks in advance for helping me out.

 

Kind regards,

 

DM0010

1 REPLY 1
henkvankester
Helper I
Helper I

Maybe you should create a new measure like:

 

NameMeasure= IF(CODEDC = D, [Bedrag] *-1,

                           IF(CODEDC = C, [Bedrag], BLANK()))

 

When you create a table with REKENING and the measure you should be able to see the real amounts.

 

Everything without a C or D in column CODEDC will not be taken into account. 

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