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mitapate
Frequent Visitor

Create a summarized table from two different tables/files

I have two files which contains transaction data coming from two different applications. 

 

Table 1 

Transaction Date
Order ID
A_Order Value
Debit/Credit
SourceName

 

Table 2 

Transaction Date
Order No.
B_Value
Source Name

 

I want to create a summarized table wherein both these tables are compared and difference can be displayed and alos categorized. 

 

Summarized Table 

Transaction DateDate from Table 1
Order IDFrom Table 1 (same as Order no. in Table2)
Count of A_OrdersCount of Order ID in Table 1
Value of A_OrdersSum of Orders with same Order ID in Table 1
Count of B_OrdersCount of Order No in Table 2
Value of B_OrdersSum of Orders with same Order no in Table 2
DifferenceDifference in Value of A_orders and B_orders
CategoryIF diff =0 then no issue ELSE duplicate entries

 

Can anyone help on how this can be implemented directly in Power BI ? Especially on creating this kind of summarized table. 

2 REPLIES 2
v-angzheng-msft
Community Support
Community Support

Hi, @mitapate 

 

Could you share some dummy data and post expected result so it is clear on what needs to be implemented?  And It would be great if there is a sample file without any sesentive information here. It makes it easier to give you a solution.

 

 

Best Regards,
Community Support Team _ Zeon Zheng

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

amitchandak
Super User
Super User

@mitapate , You should create two common dimensions Order (Order ID, Order number) 

Source( Source, Source)

 

Order =distinct(union(distinct(Table1[Order ID]),distinct(Table2[Order No])))

Source =

distinct(union(distinct(location1[Source ]),distinct(location2[Source ])))

 

Join them with both tables and then you can use them to analyze data together

 

 

Else append these two table in power query

https://radacad.com/append-vs-merge-in-power-bi-and-power-query

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