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Anonymous
Not applicable

Need a filter based on transaction level

Need a filter based on the below sample data, transaction level

Please help

 

Capture.PNG

9 REPLIES 9
Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please correct me if I wrongly understand your question.

I think you can put filters inside your DAX measure to show CRonly or DRonly, or ALL.

If it is OK with you, please share your sample pbix file, then I can come up with more accurate measures.

 

Thank you.

Hi, My name is Jihwan Kim.

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tex628
Community Champion
Community Champion

Try this:

Column = 
VAR D = Table [DEBIT]
VAR C = Table [CREDIT]
Return
IF(
C = BLANK() && D <> BLANK() , "ONLY CR" , 
IF( 
D = BLANK() && C <> BLANK() , "ONLY DR" ,
IF( 
C <> BLANK() && D <> BLANK() , "CR & DR" ,
IF( 
D = BLANK() && C = BLANK() , "ZERO" , 
BLANK()
)


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Anonymous
Not applicable

@tex628 I tried different formulas, but filter is not showing CR & DR, rest everything is showing.

tex628
Community Champion
Community Champion

Can you by any chance provide a picture of the outcome? 

/ J


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Anonymous
Not applicable

Anonymous
Not applicable

@tex628 ,first customer is having both debit and credit. In need that filter in this case.

tex628
Community Champion
Community Champion

That is because on a transactional level there are no records that has both Credit and Debit. 

Currently you have only credit transactions in "ONLY CR BAL" table, and you have only debit transactions in the "ONLY DR BAL" table. 

In your "CR & DR" Table, do you want all transactions or what is your aim here? 

/ J


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Anonymous
Not applicable

@tex628 first customer is having both debit and credit. In need that filter in this case.

amitchandak
Super User
Super User

@Anonymous , You can create a new column like

 

Switch( True(),
not(isblank([Debit])) && not(isblank([Debit])) , "CR & DR" ,
(isblank([Debit])) && (isblank([Debit])) , "Zero" ,
not(isblank([Debit])) ,"Only CR",
"Only DR"
)

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