Debit / Credit Visualization

[jmcph]

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! 

[v-alq-msft]

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

[v-alq-msft · Accepted solution]

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]

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