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netanel's avatar
netanel
Post Prodigy
4 years ago

P&L Help +- & Sort

Hi community,
Two questions I'm having trouble with
I have a financial statement the Description in the table come from an Dim account
The amount comes from the FACT table
Everything is connected well 
the problem
1. I would like a certain account to bring me a plus amount and another account to bring me a minus amount
For example Revenues will be positive
And FEE will be negative
I have a hard time doing this

 

2. I would like to determine the order of the sections in the visual
Regolar solutions don't work for me because each section comes from a different place in the account hierarchy

I would appreciate your help!

Thanks

 

Link for exmple my case

https://1drv.ms/f/s!AonyYI-TdspHgUhwngZ6OKvpnSsc

 

 

 

 

 

 

Need Help

8 Replies

  • lbendlin's avatar
    lbendlin
    Super User
    4 years ago

    1.  Add a calculated column that inverts the sign for the fees but keeps it for the revenues

    2. Create a reference table with the sections and their desired sort order as an index.  Then use "Sort one column by another column"

     

    The fact table seems to be missing the account reference?

    • netanel's avatar
      netanel
      Post Prodigy
      4 years ago

      Hi lbendlin 

       

      I am trying to create a correct plus and minus sign in my numbers
      I have an agg(+,-) column where the signs are correct
      And I have an Amount column.
      Because when I multiply between them something falls

      The logic of the measure says Amount * Agg (column sign)
      The rest of the formula is ignoring other filters

       

      • lbendlin's avatar
        lbendlin
        Super User
        4 years ago

        Please update your sample file with the account reference.