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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
Need Help
  • miTutorials's avatar
    miTutorials
    2 years ago

    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()
)
miTutorials's avatar
miTutorials
Super User
2 years ago

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
2 years ago

Hello miTutorials,

Your solution worked. Really appreciate your help