Combining 2 data sets

[jyouens]

I am trying to compare what values our system holds vs Excel files that people keep up to date. The idea is to compare and contrast so we can pinpoint errors

Both data sets can have multiple entries for the fields I'm interested in, 'Name', 'Month', 'Cost'. The only way to 'join' them up is by the Name as they are the same in both tables.

Essentially, what I'm looking for is to sum the total for the client per month, from both data sets and add them to visuals. 

An example below

[jyouens]

worked perfectly, thank you @Anonymous 

[Anonymous · Accepted solution]

Hi @jyouens ,

The table data is shown below:

Please follow these steps:
1. Use the following DAX expression to create a table

Table = ADDCOLUMNS(
    SUMMARIZE('SYSTEM', 'SYSTEM'[Client Code], 'SYSTEM'[Client Name], 'SYSTEM'[Date]),
    "System Amount", CALCULATE(SUM('SYSTEM'[System Amount])),
    "Excel Amount",CALCULATE(SUM('EXCEL'[Excel Amount]),
     FILTER(ALL('EXCEL'),'EXCEL'[Client Code] = EARLIER('SYSTEM'[Client Code]) && 'EXCEL'[Client Name] = EARLIER('SYSTEM'[Client Name]) &&'EXCEL'[Date] = EARLIER('SYSTEM'[Date]))))

2. Final output

Best Regards,
Wenbin Zhou
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