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rodfernandez's avatar
rodfernandez
Helper I
6 years ago

Financial Category Structure Table

Im having trouble creating the structure of the financial report, 
the structure I want to obteind is the following

desired structure

To obtain this estucture create the following table of categories that relates to my main table that has all the values ​​and levels 0 of the structure

Then create a matrix visualization and order it as follows
Vizalization matrix
But what I get as a result is the following matrix that does not reflect the one I want to show (image 1)
Actual Structure

Need Help

1 Reply

  • amitchandak's avatar
    amitchandak
    Super User
    6 years ago

    using union and summarize, you have create a table. Which you can finally use for display

     

    https://docs.microsoft.com/en-us/dax/summarize-function-dax

    Example

    Balance Sheet = union(SUMMARIZE(Sales,Sales[Brand],"Col1",sum(Sales[Sales]),"Col2",sum(Sales[COGS]),"sort",COUNTROWS(Sales))
,SUMMARIZE(Sales1,Sales1[Brand],"Col1",sum(Sales1[Sales]),"Col2",sum(Sales1[COGS]),"sort",COUNTROWS(Sales1)) )