Forum Discussion
Repeating Amount - DAX Measure
ronaldbalza2023 Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882
Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.
Hi Greg_Deckler ,thanks for taking the time on this. Here you go.
1. Sample Data
Accounts Table
| Account Type | Name | Account_UID |
| Revenue | Sales | 1 |
| Revenue | Sales | 2 |
| Revenue | Interest Income | 3 |
| Revenue | Interest Income | 4 |
| Direct Costs | Client Gifts | 5 |
| Direct Costs | Client Gifts | 6 |
| Direct Costs | Salary & Wages | 7 |
| Direct Costs | Salary & Wages | 8 |
| Expenses | Bank Fees | 9 |
| Expenses | Bank Fees | 10 |
| Expenses | Motor Vehicles | 11 |
| Expenses | Motor Vehicles | 12 |
| Expenses | Office Expenses | 13 |
| Expenses | Office Expenses | 14 |
Invoices Table
| Line Amount Calculation | Account_UID | Tracking Categories_ID |
| $6,000 | 1 | 1 |
| $1,500 | 2 | 2 |
| $250 | 3 | 1 |
| $100 | 4 | 2 |
| $400 | 5 | 1 |
| $50 | 6 | 2 |
| $1,000 | 7 | 1 |
| $200 | 8 | 2 |
| $400 | 9 | 1 |
| $200 | 10 | 2 |
| $500 | 11 | 1 |
| $150 | 12 | 2 |
| $250 | 13 | 1 |
| $0 | 14 | 2 |
Journals Table
| Net Amount | Account_UID | Tracking Categories_ID |
| $1,500 | 1 | 1 |
| $2,000 | 2 | 2 |
| $1,500 | 3 | 1 |
| $200 | 4 | 2 |
| $100 | 5 | 1 |
| $50 | 6 | 2 |
| $1,500 | 7 | 1 |
| $1,500 | 8 | 2 |
| $50 | 9 | 1 |
| $50 | 10 | 2 |
| $500 | 11 | 1 |
| $850 | 12 | 2 |
| $100 | 13 | 1 |
| $250 | 14 | 2 |
Credit Notes Table
| Line Amount Credit Note Calculation | Account_UID | Tracking Categories_ID |
| $500 | 1 | 1 |
| $1,000 | 2 | 2 |
| $250 | 3 | 1 |
| $200 | 4 | 2 |
| $0 | 5 | 1 |
| $100 | 6 | 2 |
| $0 | 7 | 1 |
| $100 | 8 | 2 |
| $50 | 9 | 1 |
| $0 | 10 | 2 |
| $0 | 11 | 1 |
| $0 | 12 | 2 |
| $150 | 13 | 1 |
| $0 | 14 | 2 |
Tracking Categories
| Tracking Categories_ID | Name |
| 1 | 1 Marquis |
| 2 | 1 Yabtree |
2. Expected Output
| Account Type | 1 Marquis | 1 Yabtree |
| + Revenue | $ 10,000 | $ 5,000 |
| Sales | $ 8,000 | $ 4,500 |
| Interest Income | $ 2,000 | $ 500 |
| + Direct Costs | ($ 3,000) | ($ 2,000) |
| Client Gifts | ($ 500) | ($ 200) |
| Salary & Wages | ($ 2,500) | ($ 1,800) |
| + Expenses | ($ 2,000) | ($ 1,500) |
| Bank Fees | ($ 500) | ($ 250) |
| Motor Vehicles | ($ 1,000) | ($ 1,000) |
| Office Expenses | ($ 500) | ($ 250) |
| Total | $ 5,000 | $ 1,500 |
3. Invoices Table, Credit Notes Table, Journals Table are connected with Accounts Table using Account_UID column. (many to one)
Invoices Table, Credit Notes Table, Journals Table are connected with Tracking Categories Table using Tracking Categories_ID column (many to one)