Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI DataViz World Championships are on! With four chances to enter, you could win a spot in the LIVE Grand Finale in Las Vegas. Show off your skills.

Reply
fyip
Frequent Visitor

Lookup sum via substring?

 

I'm trying to create a table where it looks an accounting journal and take:

 

sum(101010) - sum(201010) .. to show the profit and margin....

I want to iternate through all the accounts with "10" prefix and then minus their corresponding of "20" prefix.

i.e. 101010 = income          and    201010 = expense

 

I'm trying the below logic but it's wrong... i'm a bit stuck.. .. can any body help and check what I can do?

 

Amount (Profit) = CALCULATE(sum('AccJrn'[amount]), 'AccChart'[accNo]=CONCATENATE("20",right('AccChart'[accNo], 4)))

 

profitandloss.PNG

1 ACCEPTED SOLUTION
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @fyip,

Based on my test, you can refer to below steps:

1.I have entered some sample data:

B1.PNG

2.Create two measures.

Measure 4 = var s10= CALCULATE(SUM(Table1[Amount]),Table1[Acc No]=101010)

var s1020 =CALCULATE(SUM(Table1[Amount]),Table1[Acc No]=101020)

var s2010 = CALCULATE(SUM(Table1[Amount]),Table1[Acc No] = 201010)

var s201020 = CALCULATE(SUM(Table1[Amount]),Table1[Acc No]=201020)

return

IF(MAX(Table1[Acc No])=101010,s10-s2010,IF(MAX(Table1[Acc No])=101020,s1020-s201020,BLANK()))

 

mar = [Measure 4]/SUM(Table1[Amount])

3.Create a Table visual and add the related field and you can see the result.

B2.PNG

You can also download the PBIX file to have a view.

https://www.dropbox.com/s/kfcegjy7o1pnvp4/Lookup%20sum%20via%20substring.pbix?dl=0

Regards,

Daniel He

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @fyip,

could you please tell me if your problem has been solved? If it is, could you please mark the helpful replies as Answered?

 

Regards,

Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
v-danhe-msft
Microsoft Employee
Microsoft Employee

Hi @fyip,

Based on my test, you can refer to below steps:

1.I have entered some sample data:

B1.PNG

2.Create two measures.

Measure 4 = var s10= CALCULATE(SUM(Table1[Amount]),Table1[Acc No]=101010)

var s1020 =CALCULATE(SUM(Table1[Amount]),Table1[Acc No]=101020)

var s2010 = CALCULATE(SUM(Table1[Amount]),Table1[Acc No] = 201010)

var s201020 = CALCULATE(SUM(Table1[Amount]),Table1[Acc No]=201020)

return

IF(MAX(Table1[Acc No])=101010,s10-s2010,IF(MAX(Table1[Acc No])=101020,s1020-s201020,BLANK()))

 

mar = [Measure 4]/SUM(Table1[Amount])

3.Create a Table visual and add the related field and you can see the result.

B2.PNG

You can also download the PBIX file to have a view.

https://www.dropbox.com/s/kfcegjy7o1pnvp4/Lookup%20sum%20via%20substring.pbix?dl=0

Regards,

Daniel He

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

Feb2025 Sticker Challenge

Join our Community Sticker Challenge 2025

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

Feb2025 NL Carousel

Fabric Community Update - February 2025

Find out what's new and trending in the Fabric community.