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RJS849's avatar
RJS849
Frequent Visitor
9 years ago
Solved

Calculate row data from two different tables using the filter

I have two tables. I need to get difference of Sum from filtered rows of two tables.   In the example below I need to sum up all incomes by department. I can easily do that by creating matrix table...
  • Anonymous's avatar
    Anonymous
    9 years ago

    This will be come significantly easier if you create a "lookup table" that holds all the departments.

     

    Then it is simply:

    Total Est  := SUM('Estimates'[EstIncoming])

    Total Real := SUM('Real'[Incoming])

    Delta := [Total Real] - [Total Est]

     

    When creating your summary table, you would place Departments out of the new lookup table on rows (which would cause both fact tables to be filtered, via the magic of the relationships you create).

     

    One way to create the lookup table, is to use the "Calculate Table" on the modeling ribbon:

    Departments = DISTINCT(UNION(VALUES(Real[Dept]), VALUES(Est[Dep])))

     

    Don't forget to relate it back to both your fact tables.