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jmcph's avatar
jmcph
Helper III
5 years ago
Solved

Debit / Credit Visualization

Hi, I need help on my accounting measures. I hope you can help me with it. 

 

I have a General Ledger table that was formatted like this: 

 

Book           Date              Trans #                     Acct Name                    Amt

Sales           1/1/20          S001                          Sales                           -1,000

Sales           1/1/20          S001                          Cash                             1,000

Sales           1/2/20          S002                          Sales                           -2,000

 

I have a visual table that looks like this: 

 

Book           Date              Trans #                     Acct Name                    Amt

Sales           1/1/20          S001                          Sales                           -1,000

Sales           1/2/20          S002                          Sales                           -2,000

 

My visual filter is based on Acct Name, for example based on Sales.

 

What i want to happen is that when the user clicked on the Trans #, it will show the following details on a separate table :

Book           Date              Trans #                     Acct Name                    Amt

Sales           1/1/20          S001                          Sales                           -1,000

Sales           1/1/20          S001                          Cash                             1,000

 

I cant make it work, i think because my filter is based on Sales, it will not show any other Acct Name beside that. 

 

What measure should i create to make it work? 

 

Thanks a lot! 

3 Replies

  • v-alq-msft's avatar
    v-alq-msft
    Community Support

    Hi, jmcph 

     

    You may try the following two ways to meet your requirments. The pbix file is attached in the end.

    Visual level filter:

     

    Edit interaction:

     

    For further information, you may refer to the following documents.

    Add a filter to a report in Power BI 

    Change how visuals interact in a Power BI report 

     

    Best Regards

    Allan

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • vanessafvg's avatar
    vanessafvg
    Community Champion

    can you show the structure of your data is it multiple tables?   can you share your relationships if more than one.  

  • v-alq-msft's avatar
    v-alq-msft
    Community Support

    Hi, jmcph 

     

    If you take the answer of someone, please mark it as the solution to help the other member0s who have same problems find it more quickly. If not, let me know and I'll try to help you further. Thanks.

     

    Best Regards

    Allan