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ruinaldo's avatar
ruinaldo
Helper II
8 years ago

Segregate by month Positive and Negative Client Balance

  I have a list of clients movemented by month. Every month i need to segregate the accumulated values (positive versus negative clients balance) by columns. If the balance movements by client is po...
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ruinaldo's avatar
ruinaldo
Helper II
8 years ago

Thank you very much for your reply Yuliana.

But I have the following error message:

 

ruinaldo's avatar
ruinaldo
Helper II
8 years ago

 

I have a problem.......in left table i insert a new row "211000500" "Month1" "300".

In this case i have a number of client that repeats in the same month.

First when i insert a new table give me a error"a table of multiple values was supplied where a single was expected"

Second if i insert a column with accumulated formula (without insert a new table) the result of client 211000500 repeats in the Month1. So when i insert a matrix table the result was duplicated. How can i resolve this? 

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Microsoft Employee
    8 years ago

    Hi ruinaldo,

     

    In that case, before creating the calculated table 'Positive & Negative', please create a summarized table like below:

    summarize balance table =
SUMMARIZE (
    'Client Balance',
    'Client Balance'[Number Client],
    'Client Balance'[Month],
    "Movements", SUM ( 'Client Balance'[Movements of Month] )
)

    Then, the rest steps are the same based on above summarized table.

     

    Regards,

    Yuliana Gu

    • ruinaldo's avatar
      ruinaldo
      Helper II
      8 years ago

       

       

      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)

       

      Thanks for your help.