Forum Discussion
Create a new table that groups values from an existing table?
I have a sales table and want to create a new table that groups the sales table by salesman and customer, summing sales_ammount.
I know how to do this in SQL, but I want to do it in PowerBI since my dashboard uses filters on the sales table.
To clarify, my sales table is like this:
| SalesID | Salesman | Customer | SalesAmmount |
| 1 | Adam | Zach | 50 |
| 2 | Adam | Zach | 10 |
| 3 | Bill | Zach | 500 |
| 4 | Bill | Yael | 900 |
And I want a new Salesman and Customer ammounts to look like this:
| Salesman | Customer | Total_Sales_From_Salesman_to_Customer |
| Adam | Zach | 60 |
| Bill | Zach | 500 |
| Bill | Yael | 900 |
How could I accomplish this in powerBI? I have been trying to use DAX to define a new table (specifically the "Table.Group" function but I can't get it to work. Thanks!
Anonymous ,
You may refer to the post below.
https://community.powerbi.com/t5/Desktop/Summarize-issue/m-p/219230#M97254
3 Replies
- AnonymousNot applicable
Try creating a new table visual and just adding the values you want to display. It should automatically summarize the rows if they have similar values.
- AnonymousNot applicable
@west7780 hmm I'd like the table to be in the data model and then make visuals from it.
- v-chuncz-msftCommunity Support
Anonymous ,
You may refer to the post below.
https://community.powerbi.com/t5/Desktop/Summarize-issue/m-p/219230#M97254