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sureshsonti
Icon for Helper II rankHelper II
7 years ago
Solved

DAX Sumif or Grouping GL

I am using power pivot dax
I have a few GL accounts that I want to group under one measure or column. Example I have

   GL           Desc          Amt
10100    Checking    $ 15,000
10200    Inventory    $16,000
10300      A/R           $18,000
10400    Prepaid       $16,000
20000    A/P            $ 100,000

I want to group GL accounts 10100, 10200, 10300, 10400 into Current Assets. Looking for a DAX statement.

What functions can I use?

 

Thanks

 

  • Hi,

     

    Create a 2 column Table with GL codes in the first column and Groupings in the second one.  Create a relatiosnhip from the GL column of your base data to the GL codes column of the second table.  In your visual, drag GL codes and Groupings from the second table.

     

    Hope this helps.

1 Reply

  • Hi,

     

    Create a 2 column Table with GL codes in the first column and Groupings in the second one.  Create a relatiosnhip from the GL column of your base data to the GL codes column of the second table.  In your visual, drag GL codes and Groupings from the second table.

     

    Hope this helps.