New column flag for all customers who are in debt

[Anonymous]

Hi Experts,

I would like help on creating a column or flag to get all customers who are in debt

So if a customers Sum(Sales) < 0 then "In Debt" "Not in Debt"

I would like to filter customers to see this. Is this possible?

Aaron

[Anonymous]

Hi,

I assume you already have the SUM() as a column in your existing Table. If that is the case, You can do this using an IF Statement.

Indebted/ Unobligated (New Column) :=IF(Table[Sum_Column]<0,"Indebted","Unobligated" )

If you don't have Sum() as a Column in your existing Table, then You can use SUMMARIZECOLUMNS() Function to calculate the sum for his requirment.

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂

[Anonymous]

Hi Vignesh,

Please could you talk me through the summarized columns formula. I have tried but its not working.

[Anonymous · Accepted solution]

Hi,

You could use the below. Create a New Table with the below DAX.

New_Summary_Table:= ADDCOLUMNS(SUMMARIZECOLUMNS(Table[Groupby_Column1],"Sum Value", SUM(Aggregation_Column)),"Debt/Not Debted",IF([Sum Value]<0,"Debt","No Debt"))

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂