Forum Discussion
SUMX + FILTER + EARLIER...
Hi All,
I'm attempting to calculate a sum of values in 1 table for each job title in a related table.
I'm assuming I need to incorporate SUMX, FILTER, and EARLIER in some capacity, but I'm struggling a bit with the logic. 😕
There are 2 tables:
tblActivity:
| UserID | Report | Count |
| asmith | ABC1 | 54 |
| jdoe | ABC1 | 2 |
| cmyers | CDE4 | 82 |
| asmith | CDE4 | 1 |
| jdoe | CDE4 | 5 |
| cmyers | DEF2 | 4 |
| bjones | DEF2 | 178 |
| ejohnson | DEF2 | 3 |
| hhill | DEF2 | 49 |
| asmith | DEF2 | 3 |
| mjones | DEF2 | 33 |
| jdoe | DEF2 | 9 |
| pallen | DEF2 | 77 |
| mjones | HIJ1 | 44 |
| jdoe | HIJ1 | 33 |
| bjones | JKL1 | 12 |
| ejohnson | JKL1 | 12 |
The "Count" column simply represents the # of times the listed UserID downloaded that particular Report. Each UserID falls into a specific job title which is defined in this related table:
tblUsers:
| UserID | Job Title |
| asmith | Specialist |
| jdoe | Supervisor |
| cmyers | Analyst |
| bjones | Sales Rep |
| ejohnson | Sales Rep |
| hhill | Sales Rep |
| mjones | Specialist |
| pallen | Supervisor |
There's a "Many-to-one" relationship between tblActivity[UserID] --> tblUsers[UserID]
Thus, for each of the Reports in tblActivity (ABC1, CDE4, DEF2, etc.), I'm attempting to calculate the # of times that the report was downloaded for each respective job title (based upon that user's job title in tblUsers). In some cases, a given report may have only been downloaded by certain users (e.g.: report ABC1 was only downloaded by asmith and jdoe).
So, using Report "DEF2" as an example, my expected values would be:
-Analyst: 4 (cmyers)
-Sales Rep: 230 (bjones 178 + ejohnson 3 + hhill 49)
-Specialist = 36 (mjones 33 + asmith 3)
-Supervisor = 86 (pallen 77 + jdoe 9)
Any help / hints would be greatly appreciated - thank you! 😊
Hi Anonymous
1. Place tblUsers[JobTitle] in a table visual
2. Place tblActivity[Report] in a slicer
3. Place this measure in the table visual
Measure = SUM(tblActivity[Count])4. Select the report you want to look at in the slicer
See it all at work in the attached file.
Please accept the solution when done and consider giving a thumbs up if posts are helpful.
Contact me privately for support with any larger-scale BI needs, tutoring, etc.
2 Replies
- AlBCommunity Champion
Hi Anonymous
1. Place tblUsers[JobTitle] in a table visual
2. Place tblActivity[Report] in a slicer
3. Place this measure in the table visual
Measure = SUM(tblActivity[Count])4. Select the report you want to look at in the slicer
See it all at work in the attached file.
Please accept the solution when done and consider giving a thumbs up if posts are helpful.
Contact me privately for support with any larger-scale BI needs, tutoring, etc.
- AnonymousNot applicable
Thank you!!