in a table (SQL database) I have the double-entry bookkeeping (accounting movements) as shown in the attached figure:
I want to correlate all the movements on the basis of the "registration ID" column (column A), in order to understand which customers have determined my revenues. I try to report another figure to make you understand what I mean:
It's possible to to that with Power BI?
It seems like you want to use the customer code to register with all movements descriptions, then you can simply summary these records with specific customers.
If that is the case, I'd like to suggest you create a calculated column to loop records based on the current 'registration ID' group to find out the corresponding user to tag these records.
User = CALCULATE ( CONCATENATEX ( VALUES ( 'Table'[Description] ), [Description], "," ), FILTER ( 'Table', 'Table'[Registration ID] = EARLIER ( 'Table'[registration ID] ) && SEARCH ( "33.05.11", 'Table'[Account Code], 1, -1 ) > 0 ) )
I had thought about creating a "dimension table" but I would like a model that is always updated automatically ... let me explain.
If I create a pivot table with "Registration ID" and "Customer Name" it can be fine for the data I'm working on now, but tomorrow, for example by increasing the number of registrations (Reg.ID) or new customers (Customer Name) I should always recreate a new table to import into my "dimension table". I would like a system that automatically updates itself starting from the data contained in my SQL server ...
I had tried (with poor results)
So doesn't have to be static you can make a dynamic table ,a portion of your current query/table , something like this:
Select Distict Registration ID, Customer Name,
sorry but i can't understand what you mean ... could you be more specific?
I mean you can add a calculated column to store the customer that extract from each registration ID group.
Then you can use this field to create a table visual with the above field and 'debit' and 'credit' fields.
For the displayed value type, you can add a filter with the 'description' field to control which one is displayed on the visual.
I would create a dimension table with the Registration ID and Customer Name. Then Join on the back End or create relationship in the front end.
Check out the changes to the Power BI Community announced at Build.
Find out more about the May 2023 update.
Visit our Data Stories Gallery and give kudos to your favorite Data Stories.