Forum Discussion

mcray11's avatar
mcray11
Helper I
9 years ago

Help with a table visualization/DAX Query

Hi All-

I'm not every experienced with Bi and am hoping someone can help me create a useful table visualization. 

I have a set of data across a few tables, and I'm trying to display the per month summary across a few order numbers.

However I can't get my table to display the monthly summary for each order number. Instead, it repeats themin a series.

I've attached a screenshot there. I'm trying to get to a point where there is one line for every month/order number, that summarizes the other columns.

 

 

If I were in excel, I might also try this way--combining a VLookup with a Sum function to capture the sum of all entries for one site in one month and display the total.  Basically, adding a column to the below report pulling from another table:

 

 

 

thanks in advance!

 

Need Help

9 Replies

  • Habib's avatar
    Habib
    Continued Contributor
    9 years ago

    Can you please check the Default Summarization of your last three columns?

    • mcray11's avatar
      mcray11
      Helper I
      9 years ago

      I believe they are set to SUM, however I've also tried selecting "Don't Summarize", and it still does not resolve the issue. 

      • CahabaData's avatar
        CahabaData
        Memorable Member
        9 years ago

        In your data table (not table visual) you need to review each column and assure that the column/field is the appropriate type.  The symptoms you have are consistent with what one thinks is a number field but is actually in PBI as a text field.  So you want to change/correct every field/column to be either text or number as they should.

         

        Then in your table visual every thing should be able to be made to work.  Be sure to select Unsummarize for the Year assuming it is a whole number, and potentially the same thing for the Order # unless that is text.