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cecitorresHF
Helper I
Helper I

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 de ganancia le tengo q restar a las ventas el costo de ventas y posteriormente el resto de gasto, alguien sabe como puedo sumar estas categorias(o restar) para poder generar el margen de utilidad?pic.png

 

 

 
1 ACCEPTED SOLUTION
v-gizhi-msft
Community Support
Community Support

Hi,

 

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

91.png

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:

92.png

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

View solution in original post

1 REPLY 1
v-gizhi-msft
Community Support
Community Support

Hi,

 

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

91.png

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:

92.png

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

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