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Z7-852's avatar
Z7-852
Helper I
9 years ago

Allocated accounting

How do I do allocated accounting in Power BI?   I have one table that contains cost rows. ID Product ID Cost 01 01 100 02 02 100 And second table that tells how costs should be allo...
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v-yulgu-msft's avatar
v-yulgu-msft
Microsoft Employee
9 years ago

Hi Z7-852,

 

I have tested this scenario using the sample data you provided, while the result wasn't changed if I added page level filters or used date slicer to filter costs table.

 

In my test, I create one to many relationship between these two tables based on common field [Product ID].

Then, I used below formula to create calculated column in the second table.

Allocation Account = Allocation[Allocation]* RELATED(Costs[Cost])

 

You said filters didn't work with your calculated column, if possible, please share the screenshot about the incorrect output you have got. And please provide more detailed description about Correct Answer that you want to get after applying filters.

 

Thanks,
Yuliana Gu

Z7-852's avatar
Z7-852
Helper I
9 years ago

Allocated cost data model

My data model is bit different. I take cost data over the product table and that seems to be the problem.

In the visuals data is calculated right as long as I don't filter costs table (blue in visual).