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tonyclifton's avatar
tonyclifton
Helper III
8 years ago
Solved

Aggregate Sum based on Column

Hello community,

 

I am doing my first steps with Power BI and now I've gotten to a point where I require some help.

In below example I have row values that need to be aggregated based on the ParentID

 

If the sum of Current for all rows of that ParentID is greater than ZERO, then put this value in another measure/column which can be used in other calcuations.

At the moment I use a "Combined" column which gives wrong sums because I can only check each row if a Current value exists.

The correct sum for those two examples is 3350 and 10.

 

 

 

Let me know if you need more details.

 

Hope you can help me.

 

Best regards,

Thorsten

3 Replies

  • vanessafvg's avatar
    vanessafvg
    Community Champion
    8 years ago

    tonyclifton

     

    might be an easier way but what i would first do is summarize the table

     

    ie. summary = SUMMARIZE(Table2, Table2[ParentID], "TotalCurrent", sum(Table2[Current]))

     

    then i would create a relationship between the 2 tables on parentid

     

    then i would create a measure in the first table

    test = if(sum(summary[TotalCurrent]) > 0, sum(summary[TotalCurrent]), 0)

    • tonyclifton's avatar
      tonyclifton
      Helper III
      8 years ago

      vanessafvgthank you. This seems to do the trick to get the correct sums. However I missed to add one important column to the example which is needed to present the values by a status.

      Each ChildID can have a different Status

       

      If the sum of Current for a ParentID is greater than zero, set the value of the "Combined" column to zero where a Budget value exists in order to also get the correct values for each row.


      Example:

       

      Is that possible?


      Thanks.