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Hello -
New to the forum and new to Power BI - I have worked with SQL extensively in the past and am trying to relate to what i am looking to solve. I have the below table located right now - within the Phase Column, i have 4 values; budget, purchase order, requisitions, and GL. I'd like to create an identical table (keeping same structure), however, in the Phase column i'd like to rename to "act/fcst" and sum where phase = 'purchase order', 'requisiton'. This data would be grouped by all other columns listed in the table. The purchase order and requisition are on different rows and do not exist as a separate column so i cannot add up. Any advice on the DAX coding? i have looked all over and cannot seem to figure the syntax out. Thanks.
Solved! Go to Solution.
So, that should be something along the lines of:
Table1 =
SELECTCOLUMNS(
GROUPBY(
FILTER(
'Table',
'Table'[PHASE] = 'purchase order' || 'Table'[PHASE]="requisition"
),
[DATE],
[SITE],
[REGION],
[STATUS],
[DEPT_DESC],
[P01_DESC],
[UseMonth]
[PHASE]
[DEPTRANK],
[P01 Use],
"AMOUNT",SUMX(CURRENTGROUP(),[AMOUNT])
),
"act/fcst",[PHASE],"DATE",[DATE],"SITE",[SITE],"STATUS",[STATUS],"DEPT_DESC",[DEPT_DESC],"P01_DESC",[P01_DESC],"AMOUNT",[AMOUNT],"UseMonth",[UseMonth],"DEPTRANK",[DEPTRANK],"P01 Use",[P01 Use]
)
So, that should be something along the lines of:
Table1 =
SELECTCOLUMNS(
GROUPBY(
FILTER(
'Table',
'Table'[PHASE] = 'purchase order' || 'Table'[PHASE]="requisition"
),
[DATE],
[SITE],
[REGION],
[STATUS],
[DEPT_DESC],
[P01_DESC],
[UseMonth]
[PHASE]
[DEPTRANK],
[P01 Use],
"AMOUNT",SUMX(CURRENTGROUP(),[AMOUNT])
),
"act/fcst",[PHASE],"DATE",[DATE],"SITE",[SITE],"STATUS",[STATUS],"DEPT_DESC",[DEPT_DESC],"P01_DESC",[P01_DESC],"AMOUNT",[AMOUNT],"UseMonth",[UseMonth],"DEPTRANK",[DEPTRANK],"P01 Use",[P01 Use]
)
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