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Anonymous
Not applicable

Sign Flip

I know how to do this in SQL, but I want to see if DAX provides a better solution.  I have 2 tables, one contains accounts (ACCT) and the direction of the "sign" of that account, either -1 or 1.  The other contains accounts and their actual and budget amounts (TRANS).  The tables are related on the account column.  I simply want to take the Actual and Budget amount columns in the TRANS table and flip the sign based on the ACCT table.  Something like TRANS(ActualAmount) * ACCT(Sign).  Seems like such a simple thing, but I can't figure it out.

1 ACCEPTED SOLUTION
Anonymous
Not applicable

I have created a sample workbook you can download here

 

If you have a model that looks something like this. 

 

2019-07-24_22h35_00.png

Then you need calculations that look similar to the below:

 

Essentially you iterate over the account sign, this in turn will project a filter down to the transaction table to the related transaction.  Then you can perform the required multiplication.

 

Amount Calc = 
CALCULATE (
    SUMX (
        VALUES ( 'Account'[Sign] ),
        CALCULATE ( MAX ( 'Account'[Sign] ) * SUM ( 'Transaction'[Amount] ) )
    )
)

Budget Calc =
CALCULATE (
    SUMX (
        VALUES ( 'Account'[Sign] ),
        CALCULATE ( MAX ( 'Account'[Sign] ) * SUM ( 'Transaction'[Budget] ) )
    )
)

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

I have created a sample workbook you can download here

 

If you have a model that looks something like this. 

 

2019-07-24_22h35_00.png

Then you need calculations that look similar to the below:

 

Essentially you iterate over the account sign, this in turn will project a filter down to the transaction table to the related transaction.  Then you can perform the required multiplication.

 

Amount Calc = 
CALCULATE (
    SUMX (
        VALUES ( 'Account'[Sign] ),
        CALCULATE ( MAX ( 'Account'[Sign] ) * SUM ( 'Transaction'[Amount] ) )
    )
)

Budget Calc =
CALCULATE (
    SUMX (
        VALUES ( 'Account'[Sign] ),
        CALCULATE ( MAX ( 'Account'[Sign] ) * SUM ( 'Transaction'[Budget] ) )
    )
)
Anonymous
Not applicable

Perfect, thank you!

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