Replace/Substitute value for text in specific column using DAX

[Joanne]

Hi, 

Can you please help in creating a measure using DAX to fulfil the 4 conditions below? Also the total amount should be summing up the rows after the conditions are applied.

1. If Company, Cost Center & Posting Period for Doc Type "PY" is the same as "PD", take "PD" amount

2. In the absence of "PD" for the same Company,  Cost Center & Posting Period, take "PY" amount 

3. In the absence of "PY" for the same Company, Cost Center & Posting Period, do not take "PD" amount 

4. The rest of the Doc Type i.e. AP or JE should remained unchanged

Sample data:

Fact Table

Company	Cost Center	Posting Period	Doc Type	Amount
50	2222222	Apr-21	PY	(30,000.00)
50	2222222	Apr-21	PD	(30,000.00)
60	1111111	Apr-21	PY	(16,000.00)
60	1111111	Apr-21	PD	(16,000.00)
50	2222222	Apr-21	JE	(12,000.00)
50	2222222	May-21	PD	(15,000.00)
60	1111111	May-21	PD	(8,000.00)
60	1111111	May-21	JE	(14,000.00)
50	2222222	May-21	AP	(10,000.00)
50	2222222	Jun-21	PY	(24,000.00)
				(175,000.00)

Result:

Company	Cost Center	Posting Period	Doc Type	Amount
50	2222222	Apr-21	PD	(30,000.00)
60	1111111	Apr-21	PD	(16,000.00)
50	2222222	Apr-21	JE	(12,000.00)
60	1111111	May-21	JE	(14,000.00)
50	2222222	May-21	AP	(10,000.00)
50	2222222	Jun-21	PY	(24,000.00)
				(106,000.00)

I appreciate any help. Thanks!

[Greg_Deckler]

@Joanne Try this, PBIX is attached below signature. You want Table28 and Page 6.

Measure 3 = 
    VAR __PY = MAXX(FILTER('Table28',[Doc Type]="PY"),[ Amount ])
    VAR __PD = MAXX(FILTER('table28',[Doc Type]="PD"),[ Amount ])
RETURN
    SWITCH(TRUE(),
        NOT(ISBLANK(__PD)) && NOT(ISBLANK(__PY)),__PD,
        NOT(ISBLANK(__PY)) && ISBLANK(__PD),__PY,
        NOT(ISBLANK(__PD)) && ISBLANK(__PY),BLANK(),
        MAX('Table28'[ Amount ])
    )


Measure 3 Total = 
    VAR __Table = SUMMARIZE('Table28',[Company],[Cost Center],[Posting Period],[Doc Type],"__Measure",[Measure 3])
RETURN
    IF(HASONEVALUE('Table28'[Company]),[Measure 3],SUMX(__Table,[__Measure]))