I have Two Table : Account No , Account Category
I want to connect these two table by Accoun Number
Ex: Account No : 11042-000 is want categorized Under Total Assets & Tatal Cash. Because Account No From 10001-000 to 19990-000 want to categorized Under Total Assets & From 11000-000 to 11990-000 want to categorized Under Total Cash.
11042-000 is satisfied these two Condition
Solved! Go to Solution.
Hi @vengadeshpalani ,
Don't create table relationships, just write a measure.
__amount = CALCULATE( SUM('Account No'[Amount]), FILTER( 'Account No', 'Account No'[Account No] >= MAX('Account Category'[Account No Start From]) && 'Account No'[Account No] <= MAX('Account Category'[Account No End To]) ) )
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Thanks For your Reply,
If i Click Total Assets, I want to filter out the Account No Related to Total Assets Category
I want to see the detail level also.
Can you Please Help me to resolve this logic
Hi @vengadeshpalani ,
I am going to attack this a little differently as this is a chart of accounts and the aggregation is not really additive, below you will find a measure that sums up the values of the transactions based on the range in the Account Category Table
Balance Measure = if( HASONEVALUE('Account Category'[Account Category]), CALCULATE(sum('Account No'[Amount]), FILTER('Account No', 'Account No'[Account No] >= max('Account Category'[Account No Start From]) && 'Account No'[Account No] <= MAX('Account Category'[Account No End To]))) ,Blank() )
Hope this helps,
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I belive you need some sort of "bridge" table mate. 🙂
1. In Power Query build a table with 5 fields: [Account No], [Account No Start From], [Account No Start To], [Key] = [Account No Start From] + [Account No Start To], where + represents string concatenation between 2 columns (you can also use SQL if your tables come from a sql data source)
2. build a [key] column in your Account category table
3. Connect the bridge table buit in 1 to the Account Category table by the [Key] field
4. Connect the bridge table buit in 1 to the Account No table by the [Account no] field
5. Use the fields from your bridge table to make the reports
Hope this helps 🙂
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