RE: SUMMARIZE AND SUM

[Anonymous]

Hi,

Good day.

I am making a report again and I do have a problem creating a 'pivot-table-look-a-like. Below is 2 tables i need to create using DAX. See the data and expected result.

TABLE 1.:

From This:

Orig Table (From)

Into this: (Summary) - all audited amount was placed to each status

Summary of Orig Table (A)

Table 2:

FROM the outcome above - (Summary)..

Into this: (Current Status Table) - this is to placed to proper status to match with the original amount. Please note that the total audited amount must not exceed the orig amount of the document code. 

Current Status Table (B)

Note 1: Please be guided that the outcome on the Table Scenario#2 are what I really want to achieve.

Note 2: Each status prevails to other status if only has the same audited amount under the same doc code.

    a. For Reversal - prevails OVER all

    b. Closed Inact - prevails over In Progress, Closed-FYI Only, Issue Closed

    c. In Progress - prevails over FYI and Issue Closed

    d. Closed - FYI Only prevails over issue closed

I hope you get it. And I hope you can help on this. Should you need more clarification please let me know.

TIA and stay safe.

🙂

[Washivale]

Hi @Anonymous ,

if you have first table as your raw table, you would just use Matrix visual, with below configurations.

Row Section - Doc Type, Department

Column Section - Current Status

Values- Sum of Original Amount

Other Option is to use Pivot Option from Power Query, by Selecting Current Status as Pivot column.

Hope this helps.

Regards,

-Washivale