Forum Discussion
accounting math question
So I have a database that just keeps all transaction amounts in one column, regardless of charge or refund. There is a seperate column that tracks if refund (true/flase)
I need to calculate the net amount charged. how do i create a colum that will subtract the amounts if a refund is true?
I have 9 accounting item type, so I need to add them all and make sure that if the refund attribute is true, then I subtract that amount.
Im Trying to call it balance due.
There is limitation in DAX when you direct query because of performance.
Goto option and Settings -> Options -> Direct Query and check "Allow unrestricated measures in Direct Query mode" and see if this works for you.
There are lot of articles what are the restriction in direct query mode, please check those out.
5 Replies
- Hi @ Dave_C,
Try something like this
Balance due =
CALCULATE ( SUM ( Table[Amoumt] ), MAX ( Table[Refund] ) <> TRUE () )
- CALCULATE ( SUM ( Table[Amoumt] ), MAX ( Table[Refund] ) = TRUE ())
Assiming your table is a true false field.
Not on computer but should work.
Regaeds,
Mfelix
