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Hi.
I have a tabel with a lot of customer financial transactions.
One customer can easily have 100 transactions per year.
Example:
Customer | Year | Amount |
101 | 2018 | 250 |
101 | 2018 | 500 |
101 | 2018 | 300 |
102 | 2018 | 800 |
102 | 2018 | 300 |
102 | 2018 | 700 |
103 | 2018 | 600 |
103 | 2018 | 200 |
103 | 2018 | 100 |
I would like to sum the different transaction per customer per year and the count how many of these summed transaction amount is >1500
In this excample, the sum amount for customer 102 is 1800 and should be counted as one.
I have made this counting in a pivot in Excel, but I really can't figure out how to do it in Power BI.
Any suggestions?
Solved! Go to Solution.
Yeah, it should be:
Measure = VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount])) RETURN COUNTX(FILTER(__table,[__TotalAmount]<1500 && [__TotalAmount]>1000),[Customer])
Perhaps:
Measure = VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount])) RETURN COUNTX(FILTER(__table,[__TotalAmount]>1500),[Customer])
That did the job, thanks.
Just one additional question: what if I would like to count amounts between 1000 and 1500?
I guess I should add one more filter to the COUNTX. I tried that, but it didn't work for me.
Can you help?
Yeah, it should be:
Measure = VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount])) RETURN COUNTX(FILTER(__table,[__TotalAmount]<1500 && [__TotalAmount]>1000),[Customer])
hi @hpandersen,
You can create calculated measures for Sum and Count.
For sum, create a calculated measure using
Customer | Sum | Year |
101 | 1050 | 0 |
102 | 1800 | 1 |
103 | 900 | 0 |
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