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

Vote for your favorite vizzies from the Power BI Dataviz World Championship submissions. Vote now!

Reply
samantha75
Frequent Visitor

Formula to find parent accout in indented chart - Business Central

Hi All

Business Central Chart of Accounts does not the parent account stored and it is based on indentation as below. Is there a way to to find the parent account for each of the accounts using M or DAX? Or any other suggestions. The idea is to create a hierarchy in PBI with groups 

COA Indented.png

1 ACCEPTED SOLUTION
v-yalanwu-msft
Community Support
Community Support

Hi, @samantha75 ;

You could try it in power query:

1.add condition column.

vyalanwumsft_0-1671681852642.png

2.add funtion.

= Table.Group(#"Added Conditional Column", {"Custom"}, {{"Index", each Table.AddIndexColumn(_, "Index", 1, 1), type table}})

3.add custom culumn.

=if [Custom] ="" then null else [Custom]&Text.From( [Index.1])

4.fill down and add another custom column.

=if [Custom] ="" then [Custom.1]&"-"&Text.From([Index.1]) else [Custom.1]

The final show:

vyalanwumsft_1-1671681958668.png

Or you could  use matrix visual.


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
v-yalanwu-msft
Community Support
Community Support

Hi, @samantha75 ;

You could try it in power query:

1.add condition column.

vyalanwumsft_0-1671681852642.png

2.add funtion.

= Table.Group(#"Added Conditional Column", {"Custom"}, {{"Index", each Table.AddIndexColumn(_, "Index", 1, 1), type table}})

3.add custom culumn.

=if [Custom] ="" then null else [Custom]&Text.From( [Index.1])

4.fill down and add another custom column.

=if [Custom] ="" then [Custom.1]&"-"&Text.From([Index.1]) else [Custom.1]

The final show:

vyalanwumsft_1-1671681958668.png

Or you could  use matrix visual.


Best Regards,
Community Support Team _ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

Vote for your favorite vizzies from the Power BI World Championship submissions!

Sticker Challenge 2026 Carousel

Join our Community Sticker Challenge 2026

If you love stickers, then you will definitely want to check out our Community Sticker Challenge!

January Power BI Update Carousel

Power BI Monthly Update - January 2026

Check out the January 2026 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.