Power BI Parent Child Chart of Accounts with DAX
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- Опубликовано: 6 сен 2024
- How to flatten in Power BI DAX a chart of accounts table with a Parent Child hierarchy.
Get your copy at:
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See part 2: solution with M
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Wonderful video. Thanks for sharing
Great content! I will download the copy of the file. I am dealing with this issue at work (Financials statement hierarchies for 6 legal entities with 4 currencies) i need to understand the path function and the lookupvalue function. Very powerful formula indeed. Thanks for posting and sharing
Your Welcome. Hope you could download the file and getting a start on solving your challenge at your project.
Simply amazing, tks ;--)
Nice! Thank you for sharing!
Heel nuttige video, dank!
Hey this video is nice but lets say apart from the hierarchy levels what if i have to add another column such as Account id then does it will work?
Saved it👍
can you categorised all expenses the way Quickbook does in Power BI with either Mcode or DAX. I did try fuzzylogic but need a better solution. For example if I get gas from either Caltext or BP, my expense category should be 'Fuel ' and I want this to be automated. Can we do it? I guess what I am after is automatic categorisation (reconciliation)!!
Well if i get your question right (search word in textstring and then add category based on other table) then take a look at this post.
community.powerbi.com/t5/Desktop/Adding-category-data-to-the-existing-table/m-p/250261
In QB you already have booked on a account so you can connect accountstable with general ledger for normal use.
Hope it get you on the right track
Thanks for making this content available. Are there any videos/resources that teach how to generate AccountKey, ParentAccountKey, AccounyCodrAlternativeKey(is this G/L code?), and ParentAccountCodeAlternativeKey? I tried adopting this approach in the past, but I couldn't figure it out.
Hi David, well not that i am familiar with, that use case you describe (the oter way around) to make the ParentChild hierarchy instead of unflatten it, i didn't ran into in my workarrea. Did you need this for power bi /excel ?
@@controloverreports for power bi. For a QuickBooks file.. Just for practicing though for now.
Great content, could you tell me please where is this data sourced from ?
This dataset is from Adventure works from Microsoft. You can download the datasource excelfile in the downloadlink below. In a couple of weeks I will post a video from searching for this datasource to building the datamodel to making a dashboard.
Why I am not able to download the PBIX file
It is still available, resources.controloverreports.com, then subscribe and on the same page you get a downloadlink to sharepoint, also in your email (maybe in junkmail?) Let me know if got the file.