Creating a summary table from accounting transactions

Hi PaulBoyes,

Based on your description, you want to get the summary table which “account code” between 00000 to 39999 or “account code”  between 60000 to 99999,right?

You can follow below two methods to get the specify records.

1. Summarize function:

Table 00000 to 39999 =
SUMMARIZE( FILTER(Sheet1,AND(Sheet1[Account Code]>=0,Sheet1[Account Code]<=39999)),Sheet1[Company],Sheet1[Account Code],Sheet1[Account Type],Sheet1[Account Group Ten],Sheet1[Year/Month],"Total",SUM(Sheet1[Amount]))

Table 60000 to 99999 =
SUMMARIZE( FILTER(Sheet1,AND(Sheet1[Account Code]>=60000,Sheet1[Account Code]<=99999)),Sheet1[Company],Sheet1[Account Code],Sheet1[Account Type],Sheet1[Account Group Ten],Sheet1[Year/Month],"Total",SUM(Sheet1[Amount]))

2. Visual level filter:
Set other fields to “Don’t summarize”, modify the amount summary option to sum.

Regards,
Xiaoxin Sheng