Forum Discussion

ruinaldo's avatar
ruinaldo
Icon for Helper II rankHelper 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...
Need Help
ruinaldo's avatar
ruinaldo
Icon for Helper II rankHelper 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
Icon for Microsoft Employee rankMicrosoft 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
    Icon for Helper II rankHelper 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.