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!
Go to Solution.
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
I'll try it out this week
It is working.
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