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Markie
Regular Visitor

Conditional sum of values in column

Hi all!

 

I have a a dataset such as:

 

TypeValue

Month

Income123

Jan

Expense321

Feb

Other456

Mar

 

I'd like to sum all incomes per month as well as expenses.

 

Once i do that i'll be able to substract Income-Expense and display a burndown chart of the finances.

 

Any help would be appreciated on how to best achieve it.

 

Thanks in advance!

1 ACCEPTED SOLUTION
v-jingzhang
Community Support
Community Support

Hi @Markie

 

You can create three measures and put them as well as the Month column into a table visual to check the sum result.

Incomes Total = CALCULATE(SUM('Table'[Value]),'Table'[Type]="Income")

Expenses Total = CALCULATE(SUM('Table'[Value]),'Table'[Type]="Expense")

Remains = [Incomes Total] - [Expenses Total]

072201.jpg

 

You can put these measures in other visuals later.

 

Regards,
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.

View solution in original post

1 REPLY 1
v-jingzhang
Community Support
Community Support

Hi @Markie

 

You can create three measures and put them as well as the Month column into a table visual to check the sum result.

Incomes Total = CALCULATE(SUM('Table'[Value]),'Table'[Type]="Income")

Expenses Total = CALCULATE(SUM('Table'[Value]),'Table'[Type]="Expense")

Remains = [Incomes Total] - [Expenses Total]

072201.jpg

 

You can put these measures in other visuals later.

 

Regards,
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.

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