Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Enhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends August 31st. Request your voucher.

Reply
arichard19
Resolver I
Resolver I

Switch statement within a hierarchy - incorrect sum at first level of the hierarchy

I am building up a P&L sheet and am having trouble getting the switch statement to show the correct summary - 
Here is what I get and the total should be the sum of the second level of the hierarchy

  Salary Switch Statements.PNG

 

 

 

 

 

 

 

 

 

CODE: 

 

Measure Selection Kostenposten = 
VAR NetSales = ROUND(CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[Category III] = "Net Sales"), 0) * -1
VAR COGS = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[Category III] = "COGS") * -1
VAR GrossProfitI = NetSales + COGS
VAR MarginI = FORMAT(DIVIDE(GrossProfitI,NetSales), "Percent")
VAR Freight = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[P&L Category] = "Freight") * -1
VAR GrossProfitII = GrossProfitI + Freight
VAR MarginII = FORMAT(DIVIDE(GrossProfitII, NetSales), "Percent")
VAR Wages = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[Category III] = "Wages") * -1
VAR Vacation = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[Category III] = "Vacation") * -1
VAR Bonus = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[Category III] = "Bonus") * -1
VAR Commission = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[Category III] = "Commission") * -1
VAR SocialCosts = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[Category III] = "Social Costs") * -1
VAR Salary = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[P&L Category] = "Salary") * -1
VAR OPEX = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[P&L Category] = "OPEX") * -1
VAR EBITDA = GrossProfitII + Salary + OPEX
VAR MarginIII = FORMAT(DIVIDE(EBITDA, NetSales), "Percent")
VAR FinancialOther = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[P&L Category] = "Financial: Other") * -1
VAR EBIT = EBITDA + FinancialOther
VAR GrossMarginI = FORMAT(DIVIDE(EBIT, NetSales), "Percent")
VAR FinancialExpense = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[P&L Category] = "Financial Expense") * -1
VAR Tax = CALCULATE(SUM(Kostenposten[Amount]), Kostenposten[P&L Category] = "Tax") * -1
VAR NetIncome = EBIT + FinancialExpense + Tax
VAR GrossMarginII = FORMAT( DIVIDE(NetIncome, NetSales), "Percent")


RETURN   
    IF(ISCROSSFILTERED('P&L Index'),
SWITCH( TRUE(),
    VALUES('P&L Index'[Category]) = "Net Sales", NetSales,
    VALUES('P&L Index'[Category]) = "COGS", COGS,
    VALUES('P&L Index'[Category]) = "Gross Profit I", NetSales + COGS,
    VALUES('P&L Index'[Category]) = "Margin % I", MarginI,
    VALUES('P&L Index'[Category]) = "Freight", Freight,
    VALUES('P&L Index'[Category]) = "Gross Profit II", GrossProfitII,
    VALUES('P&L Index'[Category]) = "Margin % II", MarginII,
    FIRSTNONBLANK('P&L Index'[Category II], 1) = "Wages", Wages,
    FIRSTNONBLANK('P&L Index'[Category II], 1) = "Vacation", Vacation,
    FIRSTNONBLANK('P&L Index'[Category II], 1) = "Bonus", Bonus,
    FIRSTNONBLANK('P&L Index'[Category II], 1) = "Social Costs", SocialCosts,
    FIRSTNONBLANK('P&L Index'[Category II], 1) = "Commision", Commission,
    VALUES('P&L Index'[Category]) = "Salary", Salary,
    VALUES('P&L Index'[Category]) = "OPEX", OPEX,
    VALUES('P&L Index'[Category]) = "EBITDA", EBITDA,
    VALUES('P&L Index'[Category]) = "Margin % III", MarginIII,
    VALUES('P&L Index'[Category]) = "Financial: Other", FinancialOther,
    VALUES('P&L Index'[Category]) = "EBIT", EBIT * -1,
    VALUES('P&L Index'[Category]) = "Gross Margin I", GrossMarginI,
    VALUES('P&L Index'[Category]) = "Financial Expense", FinancialExpense,
    VALUES('P&L Index'[Category]) = "Tax", Tax,
    VALUES('P&L Index'[Category]) = "Net Income", NetIncome,
    VALUES('P&L Index'[Category]) = "Gross Margin II", GrossMarginII, BLANK()), BLANK())

 

1 REPLY 1
amitchandak
Super User
Super User

@arichard19 , refer if these can help

https://www.kasperonbi.com/use-isinscope-to-get-the-right-hierarchy-level-in-dax/

https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
July 2025 community update carousel

Fabric Community Update - July 2025

Find out what's new and trending in the Fabric community.

July PBI25 Carousel

Power BI Monthly Update - July 2025

Check out the July 2025 Power BI update to learn about new features.

Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.