SharePoint 2013 list - group by month and sum

[Anonymous]

Hello all,

i am new to PowerBi and i my data resides at a SharePoint 2013 list on-prem. The data from the list is below:

i would like to add a column at PowerBi desktop which will summarize per months and will show the totals from the positive values (+) at the Amount column and the negative values (-) at the Amount column.

thank you in advance.

[v-juanli-msft · Accepted solution]

Hi @Anonymous 

Create a calculated column,

year-month = FORMAT([date],"yyyymm")

Then create a measure

Measure = CALCULATE(SUM('sum value test'[amount]),ALLEXCEPT('sum value test','sum value test'[year-month]))

Best Regards
Maggie

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