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Hi guys,
I am trying to make a matrix with different levels of G/L categories.
Desired result:
I was able to use a lookupvalue calculation to create categorie 'Omzet Handling en bewerkingen', however the categorie above 'Omzet' is not working.
Anyone an idea how to get the highest level?
Solved! Go to Solution.
Hi @CasperSV
You can create two calculated columns in "Chart of accounts" table as below.
category = MAXX(FILTER('G/L Account Categories','G/L Account Categories'[Description]='Chart of accounts'[G/L Subcategory]),'G/L Account Categories'[Rekeningcategorie])
category top = MAXX(FILTER('G/L Account Categories','G/L Account Categories'[Description]='Chart of accounts'[category]),'G/L Account Categories'[Rekeningcategorie])
Then drag columns from this table into the matrix as Rows fields. You can create a new column by combining "G/L account no" and "G/L account name" with &.
Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.
Hi, thank you for your help!
I have another colum which is called 'Viewing order' and is filled with numbers to decide the viewing order of the subcategories.
I have tried the same trick to get the viewing order column from the 'G/L Account Categories' to the 'Chart of accounts'. However, when i try to sort the 'G/L Subcategory' based on the 'Viewing order' I am getting the following error (sorry it is in Dutch) :
Which states that 'There is a circular dependency detected'
I have added the file below.
Download the file:
@CasperSV , No very clear. But seem like you need to break GL account in power query and generate the numbers.
If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
Hi @amitchandak
Thank you for your reply.
Hope this will make it more clear:
The chart of accounts
G/L Account Categories
With these relationships
Hi @CasperSV
You can create two calculated columns in "Chart of accounts" table as below.
category = MAXX(FILTER('G/L Account Categories','G/L Account Categories'[Description]='Chart of accounts'[G/L Subcategory]),'G/L Account Categories'[Rekeningcategorie])
category top = MAXX(FILTER('G/L Account Categories','G/L Account Categories'[Description]='Chart of accounts'[category]),'G/L Account Categories'[Rekeningcategorie])
Then drag columns from this table into the matrix as Rows fields. You can create a new column by combining "G/L account no" and "G/L account name" with &.
Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.
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