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Sparkeltje
Frequent Visitor

Calculate sum with filter in different table

Recently started with DAX.

I want to calculate a column in a table for the current year. I got that one.

But I really only want to add up the amounts in table 1 to projects that meet the conditions in table 2 (status and type) for the current financial year.

 
Table 1
columns:
project
amount

Table 2
columns:
project
status
type


Thanks in advance for your help.

 

1 ACCEPTED SOLUTION
Ste_For94
Frequent Visitor

Let me understand what you mean:

 

you want to sum amounts from table one for all projects that have a certain status and type.

this is easy: you can simply create a relation between the two tables, then you can use a DAX expression like

Calculate(Sum('Table1'[Amount]), 'table2'[status]= your condition, 'table2'[type]= your condition)

 

now the problem is: do you want this to be an added column in a table, do you want to create a new table or do you want this to be a measure?

 

Hope I was Helpful. if I did please mark as solution and kudos are always appreciated 😉

View solution in original post

4 REPLIES 4
Ste_For94
Frequent Visitor

Let me understand what you mean:

 

you want to sum amounts from table one for all projects that have a certain status and type.

this is easy: you can simply create a relation between the two tables, then you can use a DAX expression like

Calculate(Sum('Table1'[Amount]), 'table2'[status]= your condition, 'table2'[type]= your condition)

 

now the problem is: do you want this to be an added column in a table, do you want to create a new table or do you want this to be a measure?

 

Hope I was Helpful. if I did please mark as solution and kudos are always appreciated 😉

It is that simple! Found out what I did wrong. Something with ( ""  etc. 

lbendlin
Super User
Super User

Do you want to do this via the data model or via lookup?

Via data model. 

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