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UrAvgWally
Helper I
Helper I

Summarize to create a table and add sum but with a twist!

Hi All,

 

I am trying to create a new table which adds the COWD together and treats the Project Number as a unique ID and populates the Funder field based on if it exists in another table. Example is as per below :

 

Source Data: Let's say Table1

Project NumberFunderCOWD
100A100
100X150
99Z100
99Y100
99A100

 

I want it to look at a table , Lets say Table2,

FunderDepartment
AIT
BHR
CSales

 

And as A exists in Table 2, I want it to ignore the other Funder's ..

As such the output Lets say Table3 looks like this :

 

Project NumberFunderCOWD
100A250
99A300

 

 

Would this be possible :)? Help would be greatly appreciated!

1 ACCEPTED SOLUTION
Adescrit
Impactful Individual
Impactful Individual

Hi @UrAvgWally ,

 

Try the following Dax code to create the summarized table:

 

Table3 =
SUMMARIZECOLUMNS (
    Table1[Project Number],
    Table1[Funder],
    FILTER ( Table1, RELATED ( Table2[Funder] ) <> BLANK () ),
    "Total COWD", SUM ( Table1[COWD] )
)

Did I answer your question? Mark my post as a solution!
My LinkedIn

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2 REPLIES 2
Adescrit
Impactful Individual
Impactful Individual

Hi @UrAvgWally ,

 

Try the following Dax code to create the summarized table:

 

Table3 =
SUMMARIZECOLUMNS (
    Table1[Project Number],
    Table1[Funder],
    FILTER ( Table1, RELATED ( Table2[Funder] ) <> BLANK () ),
    "Total COWD", SUM ( Table1[COWD] )
)

Did I answer your question? Mark my post as a solution!
My LinkedIn

@Adescrit Hiya, I created a post similar to this here : https://community.powerbi.com/t5/DAX-Commands-and-Tips/Summarize-Table-with-a-twist-of-replacing-val... . Reason being, I needed the Sum of everything and not just of the values in the list. If you ever have the time to check it out, would be grateful 🙂 .

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