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sksonti's avatar
sksonti
New Member
2 years ago
Solved

Summarize/Group Items

Hello Team,

I want to group general ledger accounts into different categories and sum the values. I am attaching a screenshot.

 

Thanks for all your help

  • Add a calculated column and use the below dax.

     

    Category =
    SWITCH (
        TRUE (),
        YourTable[GL] = 6000 || YourTable[GL] = 6001, "COGS",
        YourTable[GL] = 5000 || YourTable[GL] = 5001, "Rent",
        YourTable[GL] = 5500 || YourTable[GL] = 5600, "Fuel",
        BLANK()
    )
    

2 Replies

  • Add a calculated column and use the below dax.

     

    Category =
    SWITCH (
        TRUE (),
        YourTable[GL] = 6000 || YourTable[GL] = 6001, "COGS",
        YourTable[GL] = 5000 || YourTable[GL] = 5001, "Rent",
        YourTable[GL] = 5500 || YourTable[GL] = 5600, "Fuel",
        BLANK()
    )
    
    • sksonti's avatar
      sksonti
      New Member

      Hello miTutorials,

      Your solution worked. Really appreciate your help