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Anonymous
Not applicable

Custom column help

Hi community

 

I know this might be a silly question, but I am currently facing this problem I can not solve. So, basically, I have these 2 tables, and what I need is to show the sum of $ from the "money" table into the master table, but only when records match on Qtr, Region, and Review Type (highlighted in yellow):

 
Master Table Money Table
          
QuarterRegionReview Type Total Money  Record IDQuarterRegionReview TypeMoney
2020 Q1USAG1 ???  184672020 Q2EuropeG1 $          150
2020 Q1USAG2 ???  184682020 Q1USAG1 $          200
2020 Q1USAG3 ???  184692020 Q1AsiaG4 $          350
2020 Q1USAG4 ???  184702020 Q2EuropeG3 $          500
     184712020 Q1USAG2 $             -  
     184722020 Q2AsiaG1 $          120
     184732020 Q3EuropeG1 $          345
     184742020 Q3USAG4 $             -  
     184752020 Q1USAG3 $          890
     184762020 Q1USAG2 $       9,000
1 ACCEPTED SOLUTION

Hi @Anonymous ,

 

Would you please refer to the following calculated column:

 

 

Total Money = CALCULATE(SUM(Money Table[Money]),FILTER(Money Table,Money Table[Quarter] = EARLIER(Master Table[Quarter])&& Money Table[Region] = EARLIER(Master Table[Region]) && Money Table[Review Type] = EARLIER(Master Table[Review Type])))

 

 

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

 

Best Regards,

Dedmon Dai

 

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Capture1.JPG

Hi @Anonymous ,

 

Would you please refer to the following calculated column:

 

 

Total Money = CALCULATE(SUM(Money Table[Money]),FILTER(Money Table,Money Table[Quarter] = EARLIER(Master Table[Quarter])&& Money Table[Region] = EARLIER(Master Table[Region]) && Money Table[Review Type] = EARLIER(Master Table[Review Type])))

 

 

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

 

Best Regards,

Dedmon Dai

 

Anonymous
Not applicable

Thanks a lot Dedmon. You rock!! 

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