Transactional Data Under Same Data Point - Visualization

[Anonymous]

Hello,

This should be a simple question but cannot figure it out for the life of me. Below I have an example of data I am looking at. Essentially, I want to be able to create a column chart that shows both 'In' and 'Out' transactions. The issue is that In and Out both live under Transaction. Any idea whether through DAX or Power Query Editor that I can split these out to achieve the chart?

Thanks!

[audreygerred · Accepted solution]

You can use the Transaction field as it is to achieve this. Below, I entered data to a table to match your first 4 rows. I have the Date and Transaction fields in X-axis and a measure for the sum of Amount in Y-axis:

[audreygerred · Accepted solution]

You can use the Transaction field as it is to achieve this. Below, I entered data to a table to match your first 4 rows. I have the Date and Transaction fields in X-axis and a measure for the sum of Amount in Y-axis:

[Anonymous]

Thanks! Would this be the same idea for a table where I can show both In/Out? Currently it groups it under the same transaction column.

[audreygerred · Accepted solution]

I would use a matrix, but yes. Here it is with Transaction as columns and Date in rows:

Here it is with Date in column and Transaction in rows:

Here it is with date and transaction in rows and nothing in column:

[Anonymous]

Thank you so much! 😊