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Nirmiti18
Frequent Visitor

I want to make a balance sheet view in dashboard.

I have Balance sheet items, in three categories - Heading, Sub Heading and Final Disclosure. 

 

example - this is the view i want.

 

Financial assests held at recurring basis (heading)

  Derivatives held at trading of which(subheading)

      commodities contracts(final disclosre)

      Government bills/bonds (final disclosure)

      Equity index/contracts (final Disclosure)

Financial assets held mandatorily for recurring basis (heading)

    Financial assets not held for trading of which (subheading)

        Auction rate securities (final disclo)

       commodities contracts (final fisclo)

       Equity index/contracts (final disclo)

       government bill/bonds. (final disclo)

 

Note: I have put brackets infront for understanding they wont be there.

 

I have to put it in a fixed sequence in matrix, I have tried everything - made a sorting column for final disclosure, but it says 

we can't final disclosure column by sorting columns . there can;t be more than one value in sorting column for the same value in final disclosure. 

 

I used this DAX for sorting columns = switch ( table[heading] & "|" & table[subheading] & "|" table[final disclosure], 

"Financial assests held at recurring basis|Derivatives held at trading of which|commodities contracts", 1,

.

.

. it goes long. 

What else i can do , i am stuck at this point?

 

Now, Dataset I have in this format

HeadingSubheadingFinal disclousreopening balanceclosing balance
Financial assests held at recurring basisDerivatives held at trading of whichcommodities contracts43.9284284.58
Financial assets held mandatorily for recurring basisFinancial assets not held for trading of whichcommodities contracts375.35235.5

 

3 REPLIES 3
Idrissshatila
Super User
Super User

Hello @Nirmiti18 ,

 

Refer to these two videos, they will show you how:

https://youtu.be/PI52ckgezzA?si=P2M2aVmkzggFl1J8

https://youtu.be/J4317R5BvsA?si=N_VTNVpa7f3_Ij1B

 

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Hello, in this video they don't have duplicate values. IN my dataset it has duplicate values, hence it is creating problems

please see my example of dataset

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