Query Resources Issue - Actual vs Budget Finance Report
I am trying to construct a matrix that displays my details as rows, presenting five years of data that includes both actual values and budget figures. Specifically, I have five years of actual data and budget values only for the current year, along with calculations for variances between current year (CY) and last year (LY) actuals, as well as the growth from CY actual to LY actual and budget performance. However, I'm facing a challenge because I lack a dedicated column for these particulars; instead, the data is sourced from various MIS columns across three different tables, with inconsistent naming conventions. I can create the visual representation, but it breaks when I attempt to filter the months using a slicer.
Calculate (sub) totals in switch statement
Hi all, I have created a financial statement in Power BI based on this method: https://www.youtube.com/watch?v=J4317R5BvsA I have thus created many CALCULATE measures and have used the SWITCH measure to insert these in the required order. However, I would really like to have the subtotals and gran total calculated "inside" this table, and not calculating it separately and inserting it with SWITCH, primarily to make sure there are no mistakes in the many measures that have been created manually. In excel, the totals are shown with a simple SUM formula. Is it possible to do something in DAX? Screenshots for reference: Part of my financial statement/table below. Yellow is where I would like the subtotal, red is what should be included in this subtotal. Snippet of my SWITCH measure: Thanks in advance!Combined SWITCH and SELECTEDVALUE function not working for sum of multiple measures
Hi all, I'm trying to set up a DAX-based table visual for a financial statement - based on financial transactions. My current set up is now based on a YouTube guide (https://www.youtube.com/watch?v=J4317R5BvsA&t=539s). The major difference between my approach and the one in the YouTube guide is that I'm working on financial transactions rather than aggrecated categories. So far so good, but I'm running into trouble when trying to get values from a measure that sums other measures e.g. a gross margin, which shows a blank. My measure for retrieving and lining up the correct line item values looks like this: The measures that do work, are all written like this: The measures that don't work, are all written like this: I'm not a super user of Power BI at all, but I suspect that the "sum measures" shows a blank due to the fact that my "sum measures" contain multiple measures. I tried replacing the DAX code with a simple hard typed numbers (e.g. 1000-500-250) formula, which does show up in my table. Any ideas for a workaround or a totally different approach is much appreciated. Happy holidays! 😎 Best regards, Chris
