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Anonymous
Not applicable

New column flag for all customers who are in debt

Hi Experts,

 

I would like help on creating a column or flag to get all customers who are in debt

So if a customers Sum(Sales) < 0 then "In Debt" "Not in Debt"

 

I would like to filter customers to see this. Is this possible?

 

Aaron

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi,

 

You could use the below. Create a New Table with the below DAX.

 

New_Summary_Table:= ADDCOLUMNS(SUMMARIZECOLUMNS(Table[Groupby_Column1],"Sum Value", SUM(Aggregation_Column)),"Debt/Not Debted",IF([Sum Value]<0,"Debt","No Debt"))

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂

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3 REPLIES 3
Anonymous
Not applicable

Hi,

 

I assume you already have the SUM() as a column in your existing Table. If that is the case, You can do this using an IF Statement.

 

Indebted/ Unobligated (New Column) :=IF(Table[Sum_Column]<0,"Indebted","Unobligated" )

If you don't have Sum() as a Column in your existing Table, then You can use SUMMARIZECOLUMNS() Function to calculate the sum for his requirment.

 

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂

Anonymous
Not applicable

Hi Vignesh,

 

Please could you talk me through the summarized columns formula. I have tried but its not working.

Anonymous
Not applicable

Hi,

 

You could use the below. Create a New Table with the below DAX.

 

New_Summary_Table:= ADDCOLUMNS(SUMMARIZECOLUMNS(Table[Groupby_Column1],"Sum Value", SUM(Aggregation_Column)),"Debt/Not Debted",IF([Sum Value]<0,"Debt","No Debt"))

Best Regards,
Vignesh M

If what I suggested worked for you feel free to Drop a "Kudos" and Consider to "Accept as Solution" if I solved your Issue 🙂

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