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jyouens's avatar
jyouens
Frequent Visitor
2 years ago
Solved

Combining 2 data sets

I am trying to compare what values our system holds vs Excel files that people keep up to date. The idea is to compare and contrast so we can pinpoint errors

 

Both data sets can have multiple entries for the fields I'm interested in, 'Name', 'Month', 'Cost'. The only way to 'join' them up is by the Name as they are the same in both tables.

 

Essentially, what I'm looking for is to sum the total for the client per month, from both data sets and add them to visuals. 

 

An example below

 

 

 

Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi jyouens ,

    The table data is shown below:

    Please follow these steps:
    1. Use the following DAX expression to create a table

     

    Table = ADDCOLUMNS(
    SUMMARIZE('SYSTEM', 'SYSTEM'[Client Code], 'SYSTEM'[Client Name], 'SYSTEM'[Date]),
    "System Amount", CALCULATE(SUM('SYSTEM'[System Amount])),
    "Excel Amount",CALCULATE(SUM('EXCEL'[Excel Amount]),
     FILTER(ALL('EXCEL'),'EXCEL'[Client Code] = EARLIER('SYSTEM'[Client Code]) && 'EXCEL'[Client Name] = EARLIER('SYSTEM'[Client Name]) &&'EXCEL'[Date] = EARLIER('SYSTEM'[Date]))))

     

    2. Final output

     

     


    Best Regards,
    Wenbin Zhou
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi jyouens ,

    The table data is shown below:

    Please follow these steps:
    1. Use the following DAX expression to create a table

     

    Table = ADDCOLUMNS(
    SUMMARIZE('SYSTEM', 'SYSTEM'[Client Code], 'SYSTEM'[Client Name], 'SYSTEM'[Date]),
    "System Amount", CALCULATE(SUM('SYSTEM'[System Amount])),
    "Excel Amount",CALCULATE(SUM('EXCEL'[Excel Amount]),
     FILTER(ALL('EXCEL'),'EXCEL'[Client Code] = EARLIER('SYSTEM'[Client Code]) && 'EXCEL'[Client Name] = EARLIER('SYSTEM'[Client Name]) &&'EXCEL'[Date] = EARLIER('SYSTEM'[Date]))))

     

    2. Final output

     

     


    Best Regards,
    Wenbin Zhou
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.