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Hi All PowerBI expert,
I have following tables:
1. main transaction table [account_id, transaction_id, amount, date]
2. account table [account_id, name, account_group_id]
3. account group table [account_group_id, name]
4. a calendar table [Date, day, month,year ...etc]
I need to create a measure to sum up value from certain accounts and account group.
Eg:
I need calculate value by summing up following:
1. account group 1 -[ sum of account A and B]
2. account group 2 -[account C and D]
3. account F
4. account A
you can see 3 -Account F and 4 - Account 4 are on lower level in hierachy
account A is also part of account group 1
Is it possible to create a measure/measures to sum up 1,2,3,4 together and display in a bar chart with year as the x axis?
Thanks
Could you please consdier sharing more details about it or a simple sample file without any sesentive information for further discussion?
Best Regards,
Community Support Team _ Zeon Zheng
@Anonymous at this point it will be easier if you share sample data and expected output. FYI Read this post to get your answer quickly.
https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490
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@Anonymous not sure in 1st and 2nd case, you want to group all the accounts in that groups and subtract Account a and b in the first case and account c and d in 2nd case? Is that correct understanding?
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
hi Thanks for replying.
I want to calculate the value = sum(account group 1+account group 2+account A+account F)
account A also appear in account group 1 so if I represent the formula with accounts only, it would be like this:
value = sum(account A+ account B + account C+account D+account A+account F)
is there an efficient to create a measure using the relationship to produce the formula with both account groups and account?
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