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Anonymous
Not applicable

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:

SalesIDSalesmanCustomerSalesAmmount
1AdamZach50
2AdamZach10
3BillZach500
4BillYael900

And I want a new Salesman and Customer ammounts to look like this:

SalesmanCustomerTotal_Sales_From_Salesman_to_Customer
AdamZach60
BillZach500
BillYael900

 

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! 

1 ACCEPTED SOLUTION

@Anonymous ,

 

You may refer to the post below.

https://community.powerbi.com/t5/Desktop/Summarize-issue/m-p/219230#M97254

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Anonymous
Not 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.

Anonymous
Not applicable

@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

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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