Switching Signs in Power BI

[hoa3nok7]

Hi everyone,

My data is like this. Each group has corresponding amount and I only flip the amount for group A and B, but keep the sign for C and D the same.

FY	Period	Grouping	Amount	Flipped Amount
2021	1	A	9	-9
2021	1	B	3	-3
2021	1	C	20	20
2021	1	D	15	15
2020	1	A	4	-4
2020	1	B	16	-16
2020	1	C	-21	-21
2020	1	D	13	13
2019	1	A	15	-15
2019	2	B	14	-14

Below is the Matrix I want to achieve - the total should be equal to -A+(-B)-C-D; this is the reason why I used the flipped amount column to generate the CFY YTD and PFY YTD measures.

Grouping	CFY YTD	PFY YTD
A	3 (Flipped)	2 (Flipped)
B	-5 (Flipped)	-4 (Flipped)
C	7 (Not flipped)	6 (Not flipped)
D	9 (Not Flipped)	8 (Not Flipped)
Total	-18	-16

However, the current matrix I have is like below

Grouping	CFY YTD	PFY YTD
A	3	2
B	-5	-4
C	-7	-6
D	-9	-8
Total	-18	-16

The dax formula I am using is in below. Can anyone please pinpoint a direction?

CFY YTD:=
CALCULATE (
SUM ( 'Table1'[Flipped Amount]),
FILTER (
'Table1',
'Table1'[FISCAL_YEAR] = [Selected Fiscal Year]
),
FILTER (
'Table1',
'Table1'[PERIOD] <= [Selected Period]
),
FILTER (
'Table1',
'Table1'[Grouping] = "A"
|| 'Table1'[Grouping] = "B"
)
)
-CALCULATE (
SUM ( 'Table1'[Flipped Amount]),
FILTER (
'Table1',
'Table1'[FISCAL_YEAR] = [Selected Fiscal Year]
),
FILTER (
'Table1',
'Table1'[PERIOD] <= [Selected Period]
),
FILTER (
'Table1',
'Table1'[Grouping] = "C"
|| 'Table1'[Grouping] = "D"
)
)

[jennratten · Accepted solution]

Hello - I recommend you add a mapping table that indicates the desired flip behavior and then relate it to the fact table and incorporate it into your calculation.  

Grouping	Flip Behavior
A	-1
B	-1
C	1
D	1

[v-angzheng-msft · Accepted solution]

Hi, @hoa3nok7 

In this case, I think the flipped amount column is not necessary.
You can use the ISINSCOP function to calculate the total separately.

Modify the above measures as follows:

Measure =
VAR _SUM_AB =
    CALCULATE (
        SUM ( 'Table1'[Amount] ),
        FILTER ( 'Table1', 'Table1'[FISCAL_YEAR] = [Selected Fiscal Year] ),
        FILTER ( 'Table1', 'Table1'[PERIOD] <= [Selected Period] ),
        FILTER ( 'Table1', 'Table1'[Grouping] = "A" || 'Table1'[Grouping] = "B" )
    )
VAR _SUM_CD =
    CALCULATE (
        SUM ( 'Table1'[Amount] ),
        FILTER ( 'Table1', 'Table1'[FISCAL_YEAR] = [Selected Fiscal Year] ),
        FILTER ( 'Table1', 'Table1'[PERIOD] <= [Selected Period] ),
        FILTER ( 'Table1', 'Table1'[Grouping] = "C" || 'Table1'[Grouping] = "D" )
    )
VAR _SUM_ALL =
    CALCULATE (
        SUM ( 'Table1'[Amount] ),
        FILTER ( 'Table1', 'Table1'[FISCAL_YEAR] = [Selected Fiscal Year] ),
        FILTER ( 'Table1', 'Table1'[PERIOD] <= [Selected Period] )
    )
RETURN
    IF (
        ISINSCOPE ( 'Table'[Grouping] ),
        // 1,
        - ( _SUM_AB ) + _SUM_CD,
        // 2
        - ( _SUM_ALL )
    )

If this doesn't work, could you please consdier sharing more details about it and posting expected result so it is clear on what needs to be implemented?  And It would be great if there is a sample file without any sesentive information here. It makes it easier to give you a solution.

Best Regards,
Community Support Team _ Zeon Zheng

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[hoa3nok7]

@v-angzheng-msft 

Thank you Zeon for your response. It looks like the ISINSCOPE does not work when connection type is LIVE (SSAS tabular). Do you know any equivalent way that I can avoid it? Thank you.

[v-angzheng-msft]

Hi, @hoa3nok7 

How about using these two functions?

HASONEVALUE

ISFILTERED

RETURN IF (HASONEVALUE ( 'Table'[Grouping] ),1,2)
RETURN IF (ISFILTERED( 'Table'[Grouping] ),1,2)

I seem to be able to use this function in SSAS. Am i missing something?

Best Regards,
Community Support Team _ Zeon Zheng

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[AlexisOlson]

I can't tell how you are getting the values in the matrix you want to achieve from the data you provided.

[jennratten · Accepted solution]

Hello - I recommend you add a mapping table that indicates the desired flip behavior and then relate it to the fact table and incorporate it into your calculation.  

Grouping	Flip Behavior
A	-1
B	-1
C	1
D	1