I have one two tables. The first is a Profit and Loss table that ends up showing me a value of 683K. I want this value to automatically fall under the Retained Earnings section within my Balance Sheet. I want all other balance sheet values to remain the same as the measure I set for them, but the Retained Earnings account to be a sum of the original budget measure + the new profitlossmeasure.
I was able to recreate the ProfitLoss measure perfectly:
PnL Measure = CALCULATE(
SUM('Appended Data'[Adjusted Amount]), 'Appended Data'[Type] = "Budget", 'Appended Data'[Scenario-Name] = "Budget", 'Appended Data'[Period] = "2020", 'Appended Data'[Key]=1)
* The "=1" is a calculated column that tells me which accounts are to be included in the PnL table.
Now, when I have my Balance Sheet - I set up a formula like this:
New Budget Measure Logic = SUMX(VALUES('Chart of Accounts'[Account]),
IF('Chart of Accounts'[Account]="3500 · Retained Earnings",
[$ Budget BS]+[ProfitLossMeasure),
[$ Budget BS]))
For whatever reason, it keeps showing a blank value for the ProfitLossMeasure... can anyone give me some suggestions to try here?
