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romovaro's avatar
romovaro
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4 years ago

Combine 2 data source (excel) and summarize column

HI I have the table below with different tasks. I created a table  showing CID & Client Name with Task= Greenlight Checks and Task Status Closed. Power BI table:     My problem...
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romovaro's avatar
romovaro
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4 years ago

HI Steve. Agreed. The only number that is 1 to 1 is the CUID. (Unique customer number) and now all the connections between tables are CUID to CUID. THe CID can contain different local CUID.

 

 

Currently I use the Excel formula SUMIF where I select the list of CID and USD dollars from the SFF File and use the CID list from a Pivot table in the BMPS file as criteria

=SUMIF('Data Source-SFF'!A:A;'PT-Greenlights'!A35;'Data Source-SFF'!BS:BS)

 

 

 

romovaro's avatar
romovaro
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4 years ago

HI Steve. Checked the article but still cannot make it. I created a "manual" table in Excel in order to get the total USD of the CID and then  connect the CID from the "Manual CID table" and the BPMS table...but again...it's an extra manual work I need to create instead of an automatially refreshed. Any tip would be welcome. thankls