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Anonymous
Not applicable

Sum totol at distinct category level.

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 NoCustomer NameCredit LimitBalanace Due
100001CDW       50,000.00                 100.00
100002CDW       10,000.00                 100.00
100003CDW                 1.00                   50.00
100001CDW       50,000.00                 100.00
100002CDW       10,000.00                 100.00
100003CDW                 1.00                   50.00
100001CDW                       (50.00)

 

Exepcted summary table: 

 Credit LimitBalance Due
CDW600001             450.00
1 REPLY 1
Greg_Deckler
Community Champion
Community Champion

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. 



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