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plddogs's avatar
plddogs
Frequent Visitor
8 years ago
Solved

Calculated Row for Balance Sheet Matrix Help

Hi experts, I'm working on a project to convert some Quick Books Online accounts into dashboard reports in Power BI. I'm aware that the Power BI Online Service already has a pre-made dashboard for QB...
  • Seward12533's avatar
    Seward12533
    8 years ago

    You can't just add a ROW. But you can get what  need to write a few measures

     

    Assets = CALCULATE(SUM(table[CREDIT]),table[Account Type]="Assets")-CALCULATE(SUM(table[DEBIT]),table[Account Type]="Assets")

    Liabilties = same but with ="Liabilities"

    Member Contribution = measure to calcualte that

     

    Then Retained Earnings = [Assets]-[Liabiliities]-[Member Contribution]

     

    You can then add a Card to show this measure or Multi-Card to show the three componts and title or a Matrix with these meausres as values and display on Rows selected from the formatting pane. 

Seward12533's avatar
Seward12533
Solution Sage
8 years ago

You can't just add a ROW. But you can get what  need to write a few measures

 

Assets = CALCULATE(SUM(table[CREDIT]),table[Account Type]="Assets")-CALCULATE(SUM(table[DEBIT]),table[Account Type]="Assets")

Liabilties = same but with ="Liabilities"

Member Contribution = measure to calcualte that

 

Then Retained Earnings = [Assets]-[Liabiliities]-[Member Contribution]

 

You can then add a Card to show this measure or Multi-Card to show the three componts and title or a Matrix with these meausres as values and display on Rows selected from the formatting pane.