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jeblais's avatar
jeblais
New Member
6 months ago
Solved

Process data table to obtain subtotal table

Hello, I have a Database-like table which resumes Work Orders (WO) and Tasks for those WO where there's as many lines as there's Tasks. For example, I have 5 tasks for the same WO where each has thei...
  • Jihwan_Kim's avatar
    6 months ago

    Hi,

    I am not sure if I understood your question correctly, but I tried to create a sample pbix file like below.

    Please check the below picture and the attached pbix file.

    When creating the second table, I tried to write DAX like below.

    Please check the below picture and the attached pbix file.

     

    First table.

     

     

    Second table

     

    SUMMARIZECOLUMNS function (DAX) - DAX | Microsoft Learn

     

    Expected result table = 
    SUMMARIZECOLUMNS (
        data[plant section],
        data[order type],
        data[mainactivitytype],
        data[order],
        data[description],
        "Work Sum", SUM ( data[work] ),
        "Actual work sum", SUM ( data[actual work] )
    )

     

  • cengizhanarslan's avatar
    6 months ago
    1. Transform data (Power Query)
    2. Select your base table
    3. Home → Group By
    4. Group by the WO keys you want to keep, e.g.:
      • Work Order
      • Plant section
      • any other WO-level attributes that are the same across tasks
    5. Add aggregations:
      • Planned Hours = Sum of planned hours column
      • Actual Hours = Sum
      • Planned Cost = Sum
      • Actual Cost = Sum