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UB400's avatar
UB400
Regular Visitor
8 years ago
Solved

Splitting Column containing Debits and Credits

Hi all, I'm new to PowerBi and am currently working through the tutorials.

I have a Table that has a Debit/Credit Column with a Text value of C or D and another column which contains the related amount.

 

I would like to split these into two Columns, with Headers of "Debit" and "Credit" with the content of the Columns being the amount.

 

Currently

 

Date:  Description: Debit/Credit: Amount:
01/18 Invoice 001  Debit                 100

 

I want to change it to 

 

Date:  Description: Debit:  Credit:

01/18  Invoice         100

 

Any help would be greatly appreciated.

  • Hi UB400

     

    In your query designer, (see image below) do the following:

     

    1. Highlight your Credit/Debit column

    2. Click on 'Pivot' in the ribbon above

    3. Select 'Amount' in the values options

    4. Click OK.

     

    You should have the data in your required format. (See image 2) 

     

    Let me know how you get on.

     

    Thanks

     

    shebr

     

3 Replies

  • shebr's avatar
    shebr
    Resolver III

    Hi UB400

     

    In your query designer, (see image below) do the following:

     

    1. Highlight your Credit/Debit column

    2. Click on 'Pivot' in the ribbon above

    3. Select 'Amount' in the values options

    4. Click OK.

     

    You should have the data in your required format. (See image 2) 

     

    Let me know how you get on.

     

    Thanks

     

    shebr

     

    • UB400's avatar
      UB400
      Regular Visitor

      shebr and Greg_Deckler thank you both for responding, greatly appreciated. I'm just gobsmacked at how things are done in PowerBI. shebr I would never have figured that one out, that is amazing, thank you. I have a lot of learning to do, and with the support that I'm receiving here, I'm looking forward to the journey

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    I would do this in the Query Editor and add two Conditional Columns. Basically for Debit column, if the Debit/Credit column is "Debit", then Amount, otherwise null.