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mshparber Established Member
Established Member

Dymanic hierarchy - accounting challenge.

Hello friends,

I need to create an special hierarchy for Financial Reports.

It should combine accounts into groups - Assets, Liabilities, Revenues, etc.

But there is one catch - a special condition for several accounts!

If the quaterly total of a special account is positive - it should go to "Assets" group, if the total is negative - then it belongs to "Liabilities". I know it's wiered but this is the case.

 

How would you approach this challenge?

Thank you very much!

Michael

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator v-qiuyu-msft
Moderator

Re: Dymanic hierarchy - accounting challenge.

Hi @mshparber,

 

You can create a calculated column below: 

 

Assets/Liabilities= var TotalPerAccount= CALCULATE(SUM(revenue],ALLEXCEPT('Table', [Year],[Quarter]))
return
IF(TotalPerAccount>=0,"Assets","Liabilities")

 

Best Regards,
Qiuyun Yu 

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 REPLIES 3
Moderator v-qiuyu-msft
Moderator

Re: Dymanic hierarchy - accounting challenge.

Hi @mshparber,

 

You can create a calculated column below: 

 

Assets/Liabilities= var TotalPerAccount= CALCULATE(SUM(revenue],ALLEXCEPT('Table', [Year],[Quarter]))
return
IF(TotalPerAccount>=0,"Assets","Liabilities")

 

Best Regards,
Qiuyun Yu 

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
mshparber Established Member
Established Member

Re: Dymanic hierarchy - accounting challenge.

Thanks,

I'll try it out this week

mshparber Established Member
Established Member

Re: Dymanic hierarchy - accounting challenge.

Excellent!

It is working.

Thank you!

Michael

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