Add/Assign row in matrix a calculation

[Madeleine]

I'm trying to create a P/L Matrix in Power BI with a specifik defined naming and sort order, I have to different issues I have problem finding a solution for.

1. Calculate Margin and add it to a existing row-header. (Sales - Cost)Ex. 

Header	Amount
Sales	10 000
Cost	5 000
Margin Sales	(Want add calculation and assign it to this row...)

2. Sum Amount based on a higher level of hierachy, and add it to my matrix.

The end result I want is as following, and in the model I have 3 tables;

End Result:

Header	Amount
Sales	10 000
Other Sales	2 000
Total Sales	(I want to base this on the total sum on another hierarchy level based in the Account table)

ReportHeader Table:

To define the final result of naming and sort order. 

Header	Sort
Sales	1
Other Sales	2
Margin Sales	3
Total Sales	4

Account Table:

Stores the raw account information and hierarchy level

LEVEL1	LEVEL2	AccountKey
Total Sales	Sales	5111
Total Sales	Other Sales	5112

Ledger Table:

Stores the amount

AccountKEY	Amount
Sales	10 000
Other Sales	2 000

[v-stephen-msft]

Hi @Madeleine ,

Sorry.

How did you get the 5000 listed in your cost?

Why is one of your two Account keys a number and the other a text?

Please provide me with more details about your table and your problem

Best Regards,

Stephen Tao

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Madeleine , Not very clear. But see if this document can help

https://community.powerbi.com/t5/Desktop/Traditional-Financial-Statements/td-p/7223