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ruinaldo
Helper II
Helper II

Problem with Duplicates

I have a list of clients, that duplicates in same month.

My target is for each month separate the accumulated values by client and positive vs negative, in matrix table

For example: Month 1 Positive = 650 Negative = 0

Month 2 Positive = 650 Negative = -400

........

Help me please?

 

 

 

Capture1.PNGCapture2.PNG

 

 

7 REPLIES 7
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @ruinaldo,

 

I think the final requirement is the same as that in your old thread. Please check whether my suggestion is helpful to your scenario.

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

How can i upload the file storage in my pc to send you?

 

Dúvida.PNG

Ashish_Mathur
Super User
Super User

Hi,

 

There is no need to create a calculated column formula of "Accumulaed values".  In the visual, drag Month and write the following measures:

 

Positives=SUM(Data[Positive])

Negatives=SUM(Data[Negative])

Accumulated values=[Positives]+[Negatives]

 

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thanks for your help. But i need in diferent columns the result in month 2 positive =650 and negative = -400

Sorry but i do not understand.  Show your data and your expected result.  Where is suggested formula giving you the incorrect result?


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi,

I have a table of clients movements by month. I don´t need the sum of positive or negative values

I need by month the accumulated values by client. And each month i have client balance positive others negative that i want separate in diferent columns.

Month 1 = positive (650) = acumulated balance of clients 211000500 (500) and 211000700 (150)

Month 2  = positive (350) = acumulated balance of clients 211000500 (200) and 211000700 (150). 

                    negative = acumulated balance of client 211000600 (-100)

.......

......

 

Dúvida BI.PNG

Hi,

 

Share the link from where i can download your file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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