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MR007
Frequent Visitor

How to identify spend on specific doc type with other doc type as well

Hi Team,

 

i need solution on below logic, 

 

here i want to show only those vendors whoes spend happened with Doc type "OP" & with other Doc type too..e.g: (doc type = "OP" || doc type = "others")

if spend is happening with Only Doc type "OP" and with only other Doc type not required...e.g: ((doc type = "OP") and (doc type <> "OP" || doc type = "others"))

 

please find attached sample data for your reference i want only "Xyz" & "Lmn" vendor rows...

 

Thanks in advance..

 

Vendor NameDocument Type
OPXEXRXNXM
Abc     $ 300.0
Xyz $   90.0 $ 200.0  $ 230.0 
Lmn $ 150.0  $ 125.0  
Efg $   85.0    
4 REPLIES 4
MR007
Frequent Visitor

Hello,

 

Thanks for prompt replay,

 

i have data as attached visual metrix table (row headers: vendor name, col: doc type , value: amount)

can you please help me with how to do changes in this visual using your solution.

 

Thanks!

 

 

Hi,

After you have created the calculated table like Vahid suggested. You can place values from this new table to your matrix and the values shown should fit your end goal. So in short use the new table to create the matrix.





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VahidDM
Super User
Super User

HI @MR007 

 

If your data table is like:

VahidDM_0-1642656515340.png

 

 

then use this code to add a new table with DAX:

calctables_formulabarempty

 

New Table = 
FILTER (
    'Table',
    NOT ( ISBLANK ( 'Table'[OP] ) )
        && ( 'Table'[XE] + 'Table'[XR] + 'Table'[XN] + 'Table'[XM] ) > 0
)

 

output:

VahidDM_1-1642656575721.png

 

 

 

 

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: 
www.linkedin.com/in/vahid-dm/

 

 

MR007
Frequent Visitor

Sample data.JPG

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