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StevenH417's avatar
StevenH417
Regular Visitor
4 years ago
Solved

Net Account Opening

Hello! I am new to Power BI and trying to start with something simple, but am having a bit of trouble. I am trying to create a net account opening visual by location. I have two reports coming in to ...
Need Help
  • SergioSilvaPT's avatar
    SergioSilvaPT
    4 years ago

    Hi StevenH417 ,

    For that i recommend for you to create an aditional table with the distinct locations and connect both, open table and closed table to this new table, and use this table to filter by location.

    You will need to have all the locations that you have in both tables but without duplicates.

     

    If you need i can guide you to do that.

SergioSilvaPT's avatar
SergioSilvaPT
Resolver V
4 years ago

Hi StevenH417 ,

For that i recommend for you to create an aditional table with the distinct locations and connect both, open table and closed table to this new table, and use this table to filter by location.

You will need to have all the locations that you have in both tables but without duplicates.

 

If you need i can guide you to do that.

  • StevenH417's avatar
    StevenH417
    Regular Visitor
    4 years ago

    So I'm just thinking this through. In this third table I would basically include columns that would give me my total opened and closed for the month that sum from the other two tables and get my net in it? My original two have a line for every account opened and closed.

     

    EDIT: I was making this way to complicated. I think I have it. Thank you for your suggestion! Table relationships are new to me.