Need a filter based on transaction level

[Anonymous]

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

Please help

[Jihwan_Kim]

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.

If this post helps, then please consider accept it as the solution to help other members find it faster.

[tex628]

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()
)

[Anonymous]

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

[tex628]

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

/ J

[Anonymous]

@tex628 

[Anonymous]

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

[tex628]

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

[Anonymous]

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

[amitchandak]

@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"
)