Sum of values in same chart

[LisaB]

Hi,

I am pretty new to Power BI and learing more and more every day.

I am creating a report that will show me sales values depending on sales person, customer type etc. To do this I am using amounts from the ERP system where sales invoice lies in one table and sales credit amound lies in another table. This means I have to queries.

What I want to do: Sales person total amount = sales invoice amount - sales credit amout. I want to visualise each sales person's amount in the same chart.

Example data

https://1drv.ms/x/s!AnO0yKcIgtwGgcsBzanKGyX-D4riIA

Any suggestions?

Thank you!

Lisa

[SivaMani]

Hi @LisaB,

It would be easy to help if you share some sample data

[LisaB]

Hi @SivaMani,

I have added some sample data in the original post.

[SivaMani]

@LisaB,

Is that what you are expecting?

[LisaB]

Kind of. I want it a bit more summarised, just one line for each sales person.

[SivaMani · Accepted solution]

@LisaB,

1.Create a table to have Sales person's code,

SPC = DISTINCT(SalesInvoice[Salesperson_Code]) 

2. Create a relationship like below,

3.Create a measure for Total Amount,

TA = SUM(SalesInvoice[Invoice]) - SUM(SalesCredit[Credit]) 

That's it

[LisaB]

Hi @SivaMani,

Thank you, that worked fine for me!

I want to make an additional sum, just like the one for SalesPerson. I followed your steps but I cannot activate one of the relationship.

[SivaMani]

@LisaB
The created relationship depend on each other. It like a loop.

That's why you got the error.