Hello all !
I have table CustBalance as datasource with such columns: Year, Month, Customer, CustGroup, Account, Balance.
And I need to do such report:
- exclude some rows by filter or slicer on Account field,
- then agregate with SUM(Balance) to table without Account field,
- then filter on summarized Balance, exclude all non-positive
- then agregate with SUM(Balance) to table without Customer field and place it in report.
So, in that way I agregate all accounts for each Customer, then take all positive values, and then agregate Customers to CustGroups.
Also it may be need to exclude non negative values on step 3, or keep all values.
The question is it possible in Power BI and DAX, without data manipulations inside datasource?