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vanweelden
Frequent Visitor

Assets or Liabilities

Hi,

I've build a Balance Sheet that is not build from a snapshot but all the transactions.

I have ledger accounts that can be assets when then the sum value end of period is positiv or liabilities when the sum value end of period is negativ.

At this moment a negative sum value is an asset and when i say (IF Statement) positiv is asset and negativ is liability then all transactions are treated seperatly, which is not wat i want.

First must be calculated what the endvalue is en then sorted to asset (positiv) or liability (negativ).

How can i achieve this?

Thank you in advance

Marcel

1 ACCEPTED SOLUTION

I've solved it with using snapshots and not individual transactions. 
Thank you

View solution in original post

2 REPLIES 2
v-jingzhang
Community Support
Community Support

Hi @vanweelden 

 

Sorry I don't understand the expected result clearly. Can you provide some sample data and expected result in the table format so that we can use that to provide a possible solution? 

How to provide sample data in the Power BI Forum - Microsoft Fabric Community

 

Best Regards,
Community Support Team _ Jing

I've solved it with using snapshots and not individual transactions. 
Thank you

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