Power BI is turning 10! Tune in for a special live episode on July 24 with behind-the-scenes stories, product evolution highlights, and a sneak peek at what’s in store for the future.
Save the dateEnhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends August 31st. Request your voucher.
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)))
Solved! Go to Solution.
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.
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
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
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.
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
Check out the July 2025 Power BI update to learn about new features.
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
User | Count |
---|---|
70 | |
68 | |
43 | |
34 | |
26 |
User | Count |
---|---|
86 | |
50 | |
45 | |
38 | |
38 |