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Regular Visitor

Conditional sum of values in column

Hi all!

I have a a dataset such as:

 Type Value Month Income 123 Jan Expense 321 Feb Other 456 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.

1 ACCEPTED SOLUTION
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]``````

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.

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]``````

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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