Profitbase / PowerBI-visuals-FinancialReportingMatrix

Power BI Custom Visual for Financial Reporting
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Column Header #551

Open MalenaGG opened 4 months ago

MalenaGG commented 4 months ago

Hello @AndersAano

I hope you've had a lovely Christmas.

I don't know if we can use the "ColumnHeader()" in a conditional formula

Thank you

Kind Regards Malena

AndersAano commented 4 months ago

Hi @MalenaGG,

I had a wonderful Christmas. Hope you had the same!

The ColumnHeader() is not possible to use in conditional formatting. What is the use case here. Maybe we have another way to solve it.

Best regards Anders

MalenaGG commented 4 months ago

Hi @AndersAano ,

Thank you for your help.

I need to distribute the expenses among the categories listed in the columns (A-B-C). I've attempted to utilize the row and column headers in the conditional formula. Here's the scenario.

image

Kind regards, Malena

AndersAano commented 3 months ago

Hi @MalenaGG ,

could something like this work? image

I didn't have any data that wasn't connected to a department, so I'm missing the blank first column that you show, so I split the cost from Company 1 instead, but it should work the same.

You can hold the Ctrl key on your keyboard while clicking a cell to use absolute reference to that cell. So for instance do that on the Admin value.

Then click normally on Sales, and Ctrl click on the Total Sales value, and then you have what you need to make your calculations.

Best regards Anders

MalenaGG commented 3 months ago

Hi @AndersAano ,

Thank you for the solution. However, upon further examination, I would like to distribute the amount that Company 1 (5171719) has among the other two companies based on their sales, excluding Company 1 since it only incurs costs/expenses. Here is the proposed approach:

image

To proceed with this distribution, I require the column header feacture. This will allow me to exclude Company 1 from the allocation of the amount (5171719), ensuring it is only distributed among the other two companies

I hope you can assist me with this matter

Kind Regards Malena