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cecitorresHF's avatar
cecitorresHF
Helper I
6 years ago
Solved

Sumar categorias

Hola    Estoy trabajando con Power BI para crear un estado de perdidas y ganancias, en mi base de datos tengo el listado de las cuentas y el monto de cada una, sin embargo para calcular el margen d...
  • v-gizhi-msft's avatar
    6 years ago

    Hi,

     

    According to your description, I create a table to test:

    Please take following steps:

    1)Create a measure to calculate each Account and Branch’s profit rate:

    Profit Rate =

    DIVIDE (

        CALCULATE (

            MAX ( 'Profit'[Money] ),

            FILTER ( 'Profit', 'Profit'[Gral.Account] = "Sales" )

        )

            - CALCULATE (

                MAX ( 'Profit'[Money] ),

                FILTER ( 'Profit', 'Profit'[Gral.Account] = "Cost of Sales" )

            )

            - CALCULATE (

                MAX ( 'Profit'[Money] ),

                FILTER ( 'Profit', 'Profit'[Gral.Account] = "Staff Expenses" )

            ),

        CALCULATE (

            MAX ( 'Profit'[Money] ),

            FILTER ( 'Profit', 'Profit'[Gral.Account] = "Sales" )

        )

    )

    2)Create a measure to check Loss or Profit:

    Loss/Profit Status = IF(Profit[Profit rate]<0,"Loss","Profit")

    3)The result shows:

    Here is my test pbix file:

    pbix 

    By the way, please post a reply in English so we can understand the issue better.

     

    Best Regards,

    Giotto Zhi