Summarize/Group Items

[sksonti]

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

[miTutorials · Accepted solution]

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]

Hello miTutorials,

Your solution worked. Really appreciate your help