Power BI : Allocate Fee from EngagementNo to Another EngagementNo

[Moji_mook]

Power BI: My objective is to allocate fee from engagement to others engagement.

Table engagement

EngagementNo | fee | Alocate_to | Amount

001                     5000      002           500

002                     4500

The results I want should look like

EngagementNo | fee | Alocate_to | Amount | results

001                     5000        002           500 4500

002                     4500                        5000

EngagementNo 001 that has 5000 should subtract 500 and get 4500 as results. EngagementNo 002 should get more 500 to get result of 5000 from EngagementNo 001

[v-yiruan-msft · Accepted solution]

Hi @Moji_mook ,

You can create a calculated column as below to get it, please find the details in the attachment.

Results = 
VAR _eno = 'Table'[EngagementNo]
VAR _aloamount =
    CALCULATE (
        SUM ( 'Table'[Amount] ),
        FILTER ( 'Table', _eno = 'Table'[Alocate_to] )
    )
RETURN
    'Table'[fee] - 'Table'[Amount] + _aloamount

Best Regards

[Moji_mook]

Thank you for the solution! It works perfectly. Do you have any Ideas if I have a column period and I want to alocate only in same period.