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

Earn a 50% discount on the DP-600 certification exam by completing the Fabric 30 Days to Learn It challenge.

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
RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.

LearnSurvey

Fabric certifications survey

Certification feedback opportunity for the community.

Top Solution Authors
Top Kudoed Authors