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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!
Solved! Go to Solution.
@Anonymous ,
You may refer to the post below.
https://community.powerbi.com/t5/Desktop/Summarize-issue/m-p/219230#M97254
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.
@west7780 hmm I'd like the table to be in the data model and then make visuals from it.
@Anonymous ,
You may refer to the post below.
https://community.powerbi.com/t5/Desktop/Summarize-issue/m-p/219230#M97254