Switching signs to create P&L visual

DAX DAX Calculations
1

Having viewed the Financial Reporting workshop, I’m trying to similarly create signed values for Expenses, in order to create a true P&L view (image #1). In this case, I want to make Expenses be negative, in order to have a net margin result. However, while the visual shows the right Total, the sub-totals are wrong in that they display the Total but not the true sub-totals (image #2):

Source data for sign issue

Result of sign problem
Result of sign problem895×415 29 KB

2

The following DAX formula is working for me. Notice how you can easily apply the sign change for any financial statement category (Expenses, Cost of Products, Revenue, etc.) that requires a particular sign:

// Switch sign (based on a criterion)
Actual (sign) = sumx(‘Combined dataset’, ‘Combined dataset’[Values] * if(‘Combined dataset’[DataSet] In {“Cost of Products”},-1,1))