Aggregating values from different tables to create visual with one table

[willq]

Hi,

I am new to power bi and would like to know if this can be done and how to do it. I stumbled across a SUMX, Union, and Filter but I'm not sure if that's correct? Any guidance on this would be helpful. Thanks!

I have 3 tables (Table1, Table2, Table3) with columns - Entity_ID, MCC, Paid_Amount. 

Table 1

Entity_ID	MCC	Paid_Amount
Table1	IP	$2.00
Table1	OP	$3.00
Table1	ER	$3.00
Table1	IP	$5.00
Table1	OP	$7.00

Table 2

Entity_ID	MCC	Paid_Amount
Table2	PCP	$4.00
Table2	ER	$5.00
Table2	ER	$6.00
Table2	IP	$6.00
Table2	OP	$8.00

Table 3

Entity_ID	MCC	Paid_Amount
Table3	PCP	$7.00
Table3	PCP	$2.00
Table3	ER	$9.00
Table3	IP	$7.00
Table3	OP	$3.00

I want to create a table that I can use as a visual that will aggregate the total Paid_Amount of the MCC types (PCP, ER, IP, OP etc.) across each table displayed below.

Entity_ID	PCP	ER	IP	OP
Table1
Table2
Table3

[RossEdwards · Accepted solution]

Looking at your 3 tables, it seems like they use a common structure of Entity_ID, DMCC, and Paid_Amount.

Rather than have 3 tables, you can set up your Power Query (Transform data) to append all 3 tables into a new single table.  Then you can mark the original tables as "Enable Load = False" and only import the resulting single table into Power BI.

You can do this on the home menu of transform data where you select "Append Queries as new"

Append queries - Power Query | Microsoft Learn

[willq]

Hi @RossEdwards , 

Thank you for sharing this response. Just a quick question since the examples I shared were only a subset of the actual data I will be working with. Would this "Append Queries" feature work with a large set of data??. I may have to append up to 12 tables each with 30,000+ rows with similar fields.

[RossEdwards]

Yes it works great with large datasets.  You just need to make sure all of the columns you want are identical in both name and whether those characters are upper and lower case.

To make your life easy, you can select only the columns you want in each table and right click -> Remove other columns.  This can make your code quite robust should any extra columns random pop in.

[willq]

Alright thank you for clarification. I'll give it a shot to see where I land with it. Much appreciated!

[Jihwan_Kim · Accepted solution]

Hi,

One of ways is to create append table in Power Query Editor, like below, and load it to Power BI desktop.

Please check the below picture and the attached pbix file.

Table.Combine - PowerQuery M | Microsoft Learn

let
    Source = Table.Combine({#"Table 1", #"Table 2", #"Table 3"})
in
    Source

[willq]

@Jihwan_Kim Thanks for sharing the resources and your examples. It seems this may be the easiest way to get this done. I am a bit new to power bi but I'll try it out and see where I land with it. Thank you!

[RossEdwards · Accepted solution]

Looking at your 3 tables, it seems like they use a common structure of Entity_ID, DMCC, and Paid_Amount.

Rather than have 3 tables, you can set up your Power Query (Transform data) to append all 3 tables into a new single table.  Then you can mark the original tables as "Enable Load = False" and only import the resulting single table into Power BI.

You can do this on the home menu of transform data where you select "Append Queries as new"

Append queries - Power Query | Microsoft Learn