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## 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)))

1 ACCEPTED SOLUTION
Microsoft Employee

Hi @fyip,

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

1.I have entered some sample data:

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.

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.
2 REPLIES 2
Microsoft Employee

Hi @fyip,

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.
Microsoft Employee

Hi @fyip,

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

1.I have entered some sample data:

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.

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.

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