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JIRAMON's avatar
JIRAMON
Frequent Visitor
3 years ago
Solved

Creating a combined summary table

Hi all,

 

I have a table such as the example below. On one column I have the account for the acquisition value of an asset, the next is the account used for depreciation, the next is the actual acquisition value in EUR, and the last one the depreciation value in EUR.

Company Name
Account - Acquisition valueAccount - Depreciation Amount - Acquisition valueAmount - Depreciation
XAV101AD101500250
XAV102AD1021200800
XAV101AD101700200
XAV103AD103750300
XAV102AD102900500
XAV101AD101200200

 

I need to somehow create a summary like this and make it dynamic as more accounts and data gets added to the model.

Company NameAccountValue
XAV1011400
XAV1022100
XAV103750
XAD101650
XAD1021300
XAD103300

 

I was thinking of using Power Query M for this. Not sure if its the best solution.

 

Thanks in advance,

JIRAMON

  • Hi, JIRAMON 

     

    You can try the following methods.
    Table:

    New table = 
    Var _table1=SUMMARIZE('Table','Table'[Company Name],'Table'[Account - Acquisition value],"Value",SUM('Table'[Amount - Acquisition value]))
    Var _table2=SUMMARIZE('Table','Table'[Company Name],'Table'[Account - Depreciation],"Value",SUM('Table'[Amount - Depreciation]))
    Return
    UNION(_table1,_table2)

    Is this the result you expect?

     

    Best Regards,

    Community Support Team _Charlotte

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

2 Replies

  • v-zhangti's avatar
    v-zhangti
    Icon for Community Support rankCommunity Support

    Hi, JIRAMON 

     

    You can try the following methods.
    Table:

    New table = 
    Var _table1=SUMMARIZE('Table','Table'[Company Name],'Table'[Account - Acquisition value],"Value",SUM('Table'[Amount - Acquisition value]))
    Var _table2=SUMMARIZE('Table','Table'[Company Name],'Table'[Account - Depreciation],"Value",SUM('Table'[Amount - Depreciation]))
    Return
    UNION(_table1,_table2)

    Is this the result you expect?

     

    Best Regards,

    Community Support Team _Charlotte

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

  • JIRAMON's avatar
    JIRAMON
    Frequent Visitor

    Thank you very much! This is exactly what I needed! 🙂