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Syndicate_Admin's avatar
Syndicate_Admin
Icon for Administrator rankAdministrator
5 years ago

Create a summary table filtered by columns in another table

Hello I have three tables: Process calendar, with columns, Process month Start date period End date period Customer accounts, with columns Client code Move date Type of movement: "Charge...
v-angzheng-msft's avatar
v-angzheng-msft
Icon for Community Support rankCommunity Support
5 years ago

Hi, Syndicate_Admin 

 

Based on what I got, create a calculate table like below:

Table =
SUMMARIZE (
    'List of Unpaid customers',
    [Client code],
    [process month],
    "sum1", SUM ( [unpaid invoices at the processing date] ),
    "sum2",
        CALCULATE (
            SUM ( [amouts] ),
            FILTER (
                "Customer accounts",
                [Type of movement] = "Cashed"
                    && [Move date] >= MAX ( 'Process calendar'[Start date period] )
                    && [Move date] <= MAX ( 'Process calendar'[end date period] )
            )
        )
)

 It is hard to build a real data model without sample data

 

Best Regards,
Community Support Team _ Zeon Zheng
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