Generate Visual Report from excel sheet for specific year and month

Question

I have a Credit and Debit statement in month and year report in two separate tables

I want to generate visual report based on the year and month I tried with fewer methods it gets the sum of the total months and years, so I need to get the report based on the Month how much credit and debit happened to that account

Can anyone help in this solution?

Jayraj Chhaya · Answer

Hi, To generate a visual report in Power BI that displays credit and debit transactions for a specific month and year, you can follow these steps: Data Import : Load your Excel sheet containing the credit and debit statements into Power BI. Data Modeling : Ensure that both tables (Credit and Debit) are properly related. You may need to create a relationship based on a common field, such as Account ID. Create a Date Table : It’s advisable to create a Date table that includes all the months and years you want to analyze. This can be done using DAX: DateTable = CALENDAR(MIN('YourTable'[Date]), MAX('YourTable'[Date])) Filtering Data : Use slicers for Year and Month. You can create slicers by dragging the Year and Month fields from your Date table onto the report canvas. Visualizations : Create visualizations (e.g., bar charts or line graphs) to display the sum of credits and debits. Use the following DAX measures to calculate totals: TotalCredit = SUM(Credit[Amount]) TotalDebit = SUM(Debit[Amount]) Final Touches : Ensure that your visuals are filtered based on the selected Year and Month from the slicers.

Kiran Kumar · Answer

It was a nice explanation I will implement in my report, but there is little difference in the fields of my table let me try with your suggestion on getting results will let you know if any issues thank for the response