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Power BI - Conditional sum column
There is a table with the structure below where I have Revenue for months 1 thru 12 for Account....... (Rev1, Rev2...Account, are different columns) I'd like to Add Rev1 numbers for only account...
VS_5 -
In addition to Unpivoting your fact table, I would add additional dimension tables for Account and Date. This will allow you to add meaningful groupings and other descriptive attributes. For example, your account table could begin with all of the distinct accounts, and then add a column for "Account Category", which could be used to put accounts into buckets.
I hope this helps. If it does, please Mark as a solution.
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VS_5 -
The most straightforward solution is to use "Unpivot" in Power Query. This will produce 3 columns: Account, Month, and Revenue.
Then, in your report, you can add a slicer or filter to limit the accounts.
I hope this helps. If it does, please Mark as a solution.
I also appreciate Kudos.
I also appreciate Kudos.