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Hi everyone,
Here is what I am tryiny to achieve: the same customer has multiple customer reference numbers with different credit limits.
I am trying to create a summary table at customer name level (not show reference details) that refelect the Credit limit total for this customer. Please see sample data below, CDW has three reference numbers, my expected result that the total credit limit would return $600,001 at customer name level.
The sum credit limit will only pick the unique credit limit value one time, and add them up. (If the trx has negactive balance in balance due, it won't show any credit limit value. I would say for blank ones, we could ignore it).
Any advise is very much appreicated! Thank you!
Flora
Trx data table:
Cust Ref No | Customer Name | Credit Limit | Balanace Due |
100001 | CDW | 50,000.00 | 100.00 |
100002 | CDW | 10,000.00 | 100.00 |
100003 | CDW | 1.00 | 50.00 |
100001 | CDW | 50,000.00 | 100.00 |
100002 | CDW | 10,000.00 | 100.00 |
100003 | CDW | 1.00 | 50.00 |
100001 | CDW | (50.00) |
Exepcted summary table:
Credit Limit | Balance Due | |
CDW | 600001 | 450.00 |
You could do this:
Measure = SUMX(DISTINCT('Table'[Credit Limit]),[Credit Limit])
Not sure where your Balance Due is coming from, seems like it should be $250.