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kelvin-lkhca
Helper I
Helper I

PNL by Account

Hi All,

 

I have created a measure and wish to achieve the something like illustrated below with the measure and matrix table,  

 

kelvinlkhca_5-1698156880110.png

 

 

However, I can't get the same result as above table with the measure I have written which are shown in below. Can you please help to look into and advise how I can modify the Measure in order to achieve what I want? 

I have also shared the Excel file and PBI file with the link at the bottom.

 

Measure

kelvinlkhca_7-1698156954952.png

 

Matrix Table

kelvinlkhca_6-1698156931058.png

 

 

 

 

 

 

Raw Data

kelvinlkhca_3-1698156742677.png

 

 

Account Mapping

kelvinlkhca_4-1698156770800.png

 

 

 

 

https://drive.google.com/drive/folders/1XTp2ajb8ZnncG1YqdgvMIxfXfedQKdIe?usp=drive_link

 

 

1 ACCEPTED SOLUTION

@lbendlin  Awesome!! Thanks a lot!

View solution in original post

4 REPLIES 4
lbendlin
Super User
Super User

access denied.  Where in your raw data do you indicate the expected sort order of your categories?

Hi @lbendlin ,

Sorry that forgot to change the access restriction previously. Please find below for the link.

 

Yes, there is one table in the PBI, shown as below, is used to sort the order of the categories.

 

kelvinlkhca_0-1698283776958.png

 

 

 

Folder link

https://drive.google.com/drive/folders/1XTp2ajb8ZnncG1YqdgvMIxfXfedQKdIe?usp=sharing

 

Sample Data link

https://docs.google.com/spreadsheets/d/1s8CZ_6VxIsI69qJP5yxow17i1t4MlCgb/edit?usp=sharing&ouid=11057...

 

PBI Link

https://drive.google.com/file/d/1M6_Ue3A0aCJ_1yR4vXijeXfVAktt-Gri/view?usp=sharing

lbendlin_0-1698288531350.png

 

@lbendlin  Awesome!! Thanks a lot!

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