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
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.