Using case statement to create measure net income
I have the following case statement to categorize my quickbooks transactions into their correct categories:
case when `Group 2 Name` = 'Sales' or `Group 2 Name` = 'Sales Returns' then 'Sales' when `Group 2 Name` = 'Direct Costs' or `Group 2 Name` = 'Protein Powder' then 'Costs of Goods Sold' when `Group 0 Name` = 'Other Income/Expense' then 'Other Income' else 'Expense' end
This works perfectly, but I'd like to be able to create a calculation that provides me with the net income. The net income should equal:
'Sales' - 'Expenses' - 'Costs of Goods Sold' + 'Other Income'
But I'm not sure how to convert this category beast mode into a numeric calculation. The value for the totals in each categories can be found by performing:
on the transactions within the category.
Any help is appreciated!