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As a newbie to powerBI I am looking into visualising bookkeeping data into a sankey diagram. mainly to visualize which accounts sum up to all revenue bookings. But I am stuck on how to proceed and would appreciate any hints/thoughts.
The data is basically structured as follows with simple data:
Journal entry number | Date | Account number | Debet amount | Credit amount |
1 | 20180101 | 3000 | 10 000 | |
1 | 20180101 | 1500 | 10 000 | |
2 | 20180101 | 3010 | 16 000 | |
2 | 20180101 | 1500 | 20 000 | |
2 | 20180101 | 2600 | 4 000 | |
3 | 20180101 | 3020 | 30 000 | |
3 | 20180101 | 1500 | 30 000 | |
4 | 20180101 | 3000 | 40 000 | |
4 | 20180101 | 1500 | 40 000 |
3xxx-accounts are revenue accounts
2600 a VAT account
1500 an accounts receivable account
So my goal would be to acheive a diagram for the above showing that total revenue of 10 000 + 16 000 + 30 000 + 40 000 = 96 000 is posted in the bookkeeping with 100 000 against account 1500 and -4 000 against account 2600.
Hi @kevlin79
Based on your example dataset and article how to create sankey chart,
I create three calculated columns in your table
category of account number
account = SWITCH ( TRUE (), LEFT ( [Account number] ) = "3", "revenue account", [Account number] = 1500, "receivable account", [Account number] = 2600, "VAT account" )
put amount of each account category from two columns into one column
amount = SWITCH ( TRUE (), LEFT ( [Account number] ) = "3", [Credit amount], [Account number] = 1500, [Debet amount], [Account number] = 2600, - [Credit amount] )
calculate total per account category
total = CALCULATE(SUM(Sheet2[amount]),ALLEXCEPT(Sheet2,Sheet2[account]))
Finally add column to the visual
Best Regards
Maggie
Many thanks for your answer. Believe I need to do some reading. My goal was to achieve a chart like this (manual illustration). Perhaps I need to create an all new table based on the data in the other table (a consolidated table).
Hi @kevlin79
Is your problem sloved,
if so, could you share how you do at your convenience or mark my answer as a solution so that others can get help from this thread?
If bot, please don't hesiate to ask me.
Best Regards
Maggie
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