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Hello!
I'm trying to create a dashboard that produces visuals on YTD manual entries created by the accounting department at my organization. Specifically, I'm trying to produce a new table using the datasets I've pulled in from Excel.
My dataset lists out information about all journal entries processed YTD in People Soft with various fields (Cols A to AW). The essential fields/columns include: Journal ID, Accounting Month, User that inputted the entry, a column that indicates whether the user is in the accounting dept or not (indicated through "True" vs. "False" in text format), the dollar value of the entry and lastly, the type of entry (i.e. Manual vs. automated - again indicated in text format).
I've pulled that data into Power BI desktop and am now trying to create a calculated table where the 1st column produces a list of distinct Journal IDs (unique values with no repititions). However the distinct list has to be filtered for journal IDs pertaining to accounting users only and only manual entries. With the filtered and distinct list, I then want to produce a 2nd column next to it that performs a sum of the total dollar values applicable to the Journal IDs in the first column (below is a screenshot of what I need my table to look like):
I've tried using DAX functions like calculate table but that doesn't work due to my filters being in text format. Functions like filter and summarizecolumns haven't been helpful either!
Any help on this would be greatly appreciated!
Thank you!
Hi @Anonymous ,
Sorry I can't get your sample clearly ,it's too vague.
Please refer to this blog to learnHow to provide sample data in the Power BI Forum
Best Regards,
Eyelyn Qin
@Anonymous can you provide sample data and desired output?
Here is a Sample Data Set
And here is what I want the output to look like:
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