topic Re: Many to One Relationship Summarizing and Counting in DAX Commands and Tips

Many to One Relationship Summarizing and Counting

kcoffman8 — Wed, 30 Jul 2025 18:47:38 GMT

Table 1 and Table 2 have a relationship by account ID, ideally I would like a Matrix as seen in the 3rd table. Thank you!

Re: Many to One Relationship Summarizing and Counting

FBergamaschi — Wed, 30 Jul 2025 19:27:18 GMT

Connect yhe two tables via account id

Group in columns section the columns

Bracket

Account name

Put in values the columns values and customer id and for tge latter set a summarization distinctcount

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Re: Many to One Relationship Summarizing and Counting

kcoffman8 — Wed, 30 Jul 2025 20:02:40 GMT

When you say Group in columns section - is this done in Power Query? As the bracket column is a calcualted column using multiple "if" "and" statements and doesnt appear there.

Re: Many to One Relationship Summarizing and Counting

Aburar_123 — Thu, 31 Jul 2025 02:45:52 GMT

Hi kcoffman8 ,

you can simply create a relation as below,

and, create the below measure,

Bracket Measure = SWITCH(TRUE(),SUM('Table A'[Value])<=5000,"5k or Less",SUM('Table A'[Value])>5000 && SUM('Table A'[Value])<=10000,"5k - 10K",SUM('Table A'[Value])>10000 && SUM('Table A'[Value])<=15000,"10k - 15K")

Re: Many to One Relationship Summarizing and Counting

kcoffman8 — Thu, 31 Jul 2025 17:28:53 GMT

Thanks Aburar, this gets me closer, but I cannot use a measure as the top row of a Matrix. How would you suggest I do that, along with a customer count (counting distinct account names, not counting opportunities)?

Re: Many to One Relationship Summarizing and Counting

Aburar_123 — Fri, 01 Aug 2025 05:09:40 GMT

Hi kcoffman8 ,

you can change that measure to Calculated column as below if in case you want to use that calculated bracket as a Column in Matrix visual.

Calculated Bracket =

var total_value = SUMX(FILTER('Table A','Table A'[Account Id]=EARLIER('Table A'[Account Id])),'Table A'[Value])

return SWITCH(TRUE(),total_value<=5000,"5k or Less",total_value>5000 && total_value<=10000,"5k - 10K",total_value>10000 && total_value<=15000,"10k - 15K")

FYI... below is the base table structure that i am using,

Re: Many to One Relationship Summarizing and Counting

v-sgandrathi — Sun, 03 Aug 2025 11:42:53 GMT

Hi kcoffman8,

Thankyou Aburar_123 and FBergamaschi for your reply on the issue.

If the response provided by the community member addressed your query, could you please confirm? It helps us ensure that the solutions provided are effective and beneficial for everyone.

Thank you.

Re: Many to One Relationship Summarizing and Counting

v-sgandrathi — Wed, 06 Aug 2025 11:55:06 GMT

Hi kcoffman8,

As we have not received a response from you yet, I would like to confirm whether you have successfully resolved the issue or if you require further assistance.

Thank you.

Re: Many to One Relationship Summarizing and Counting

v-sgandrathi — Sat, 09 Aug 2025 17:09:08 GMT

Hi kcoffman8,

We wanted to follow up since we haven't heard back from you regarding our last response. We hope your issue has been resolved.

Thank you.