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ringocheng618
Frequent Visitor

Money Inflow and Outflow Question

Hello,

 

I have the following data, obviously the list go on and on:

 

DateFromToAmount
1-1-2021AB$100
1-1-2021BA$200
1-2-2021AC$100

 

If I want to know whether the transactions is an inflow (money going in) or outflow(money going out) for each account, what are some ways that I can achieve that? For instance, the first transaction for person B will have an inflow of $100, and none for output. And A will have outflow of -$100 and and none for inflow. 

 

I can't be creating all these table for each person because I simply have various people in my data. So what are the ways to achieve that? 

 

Thanks in advance.

 

 

 

 

1 ACCEPTED SOLUTION
ryan_mayu
Super User II
Super User II

@ringocheng618 

please see the attachment below





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4 REPLIES 4
Ashish_Mathur
Super User III
Super User III

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
ryan_mayu
Super User II
Super User II

@ringocheng618 

please see the attachment below





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Hello @ryan_mayu ,

 

Thanks for the fast response, you are a life-saver! I am really new to PowerBi, can you elaborate the logic behind this? I know that you have connect the three tables with cardinality. I just don't quite understand the inflow and outflow measure. For inflow is it like summing the Amount by individual in the "To" column?

@ringocheng618 

There are 3 tables in the model. One is datetime, one is dim_customer and the last is the one you provided. Using the dim_customer to find if the customer is in the FROM column ,if so, that is an output. If the customer is in the To column, that will be an inflow.





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