Conditional Joining two Table

[Anonymous]

Hi ALl,

I have Two Table : Account No ,  Account Category

I want to connect these two table by Accoun Number

Ex: Account No : 11042-000 is want categorized Under Total Assets & Tatal Cash. Because Account No From 10001-000 to 19990-000 want to categorized Under Total Assets &  From 11000-000 to 11990-000 want to categorized Under Total Cash.

11042-000 is satisfied these two Condition  

Pbix File: https://www.dropbox.com/s/c8ca1a4d85vn6p6/Account%20Category.pbix?dl=0

[v-lionel-msft]

Hi @Anonymous ,

Don't create table relationships, just write a measure.

__amount = 
CALCULATE(
    SUM('Account No'[Amount]),
    FILTER(
        'Account No',
        'Account No'[Account No] >= MAX('Account Category'[Account No Start From]) && 'Account No'[Account No] <= MAX('Account Category'[Account No End To])
    )
) 

Best regards,
Lionel Chen

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[Anonymous]

Thanks For your Reply,

If i Click Total Assets, I want to filter out the Account No Related to Total Assets Category

I want to see the detail level also.

Can you Please Help me to resolve this logic

[richbenmintz · Accepted solution]

Hello @vengadeshpalani,

The Measure I created provides the behavior you're seeing,

see screenshot below, link to the sample pbix file shows pbix

[mhossain]

@Anonymous 

Seems you require to maintain and create a separate mapping table and create relationship to existing two tables.

[richbenmintz]

Hi @Anonymous ,

I am going to attack this a little differently as this is a chart of accounts and the aggregation is not really additive, below you will find a measure that sums up the values of the transactions based on the range in the Account Category Table

Balance Measure = 
if(
    HASONEVALUE('Account Category'[Account Category]), 
    CALCULATE(sum('Account No'[Amount]), FILTER('Account No', 'Account No'[Account No] >= max('Account Category'[Account No Start From]) && 'Account No'[Account No] <= MAX('Account Category'[Account No End To])))
    ,Blank()
)

Hope this helps,

Richard

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[SergioTorrinha]

Hi!
I belive you need some sort of "bridge" table mate. 🙂
Just:

1. In Power Query build a table with 5 fields: [Account No], [Account No Start From], [Account No Start To], [Key] = [Account No Start From] + [Account No Start To], where + represents string concatenation between 2 columns (you can also use SQL if your tables come from a sql data source)
2. build a [key] column in your Account category table

3. Connect the bridge table buit in 1 to the Account Category table by the [Key] field

4. Connect the bridge table buit in 1 to the Account No table by the [Account no] field
5. Use the fields from your bridge table to make the reports

Hope this helps 🙂