topic Creating a Dax query to get sum of a column from Table A if the record matches in Table B in DAX Commands and Tips

Creating a Dax query to get sum of a column from Table A if the record matches in Table B

Smitesh — Wed, 03 Apr 2024 13:02:05 GMT

I have 2 tables

1. Gold_Staff_Campaign

2. FX_Data

i want to create a DAX formula to calculate the Total Profit residing in Table FX_Data under column "Profit" if the Account Number in Gold_Staff_Campaign matches with Account Number in FX_Data.

I have tried below formula but its not working

ProfitColumn =

VAR CurrentFORACID =

SELECTCOLUMNS (

Gold_Diwali_Campaign,

"FORACID", Gold_Diwali_Campaign[FORACID]

)

RETURN

CALCULATE (

SUM ( FX_Data_2022_Onwards[Profit w.r.t real time rate(AED)] ),

FILTER (

FX_Data_2022_Onwards,

FX_Data_2022_Onwards[FORACID] = CurrentFORACID

),ALL ( Gold_Diwali_Campaign )

)

Re: Creating a Dax query to get sum of a column from Table A if the record matches in Table B

Anonymous — Thu, 04 Apr 2024 01:41:29 GMT

Hi Smitesh

Are there any relationship between these two tables?

You can create a one-to-many relationship and use the related() or userelationship() function to get your target.

If you can provide some raw data in your tables(exclude sensitive data) with Text format and your expected result with backend logic and special examples? It would be helpful to find out the solution. You can refer the following links to share the required info:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

And It is better if you can share a simplified pbix file. You can refer the following link to upload the file to the community. Thank you.

How to upload PBI in Community

Best Regards

Zhengdong Xu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Re: Creating a Dax query to get sum of a column from Table A if the record matches in Table B

johnbasha33 — Fri, 05 Apr 2024 09:31:17 GMT

Smitesh
ProfitColumn =
CALCULATE (
SUM ( FX_Data_2022_Onwards[Profit w.r.t real time rate(AED)] ),
RELATED ( Gold_Staff_Campaign[FORACID] )
)

Re: Creating a Dax query to get sum of a column from Table A if the record matches in Table B

Smitesh — Fri, 05 Apr 2024 09:42:40 GMT

johnbasha33 I have tried this earlier and it shows me an error that Field doesnt exist or does not have a relationship. However relationship has been created on FORACID

Re: Creating a Dax query to get sum of a column from Table A if the record matches in Table B

Smitesh — Fri, 05 Apr 2024 09:43:54 GMT

Anonymous Yes relationship exist between the two tables.