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sfink22's avatar
sfink22
Helper I
7 years ago
Solved

DAX to sum column based on another table

Hello! Trying to work out the right equation to sum a column based on another table for a budget dashboard. Here is my setup:   Table 1 has the budget info by period, like this: Period    Budget ...
Need Help
  • v-cherch-msft's avatar
    v-cherch-msft
    7 years ago

    Hi sfink22

     

    You may create calculated columns as below:

    Column =
SUMX (
    FILTER ( 'Table 2', 'Table 2'[Period] = 'Table 1'[Period] ),
    'Table 2'[Amount]
)

    Column 2 =
SUMX (
    FILTER ( 'Table 1', 'Table 1'[Period] <= EARLIER ( 'Table 1'[Period] ) ),
    'Table 1'[Column]
)

    Regards,

    Cherie

v-cherch-msft's avatar
v-cherch-msft
Microsoft Employee
7 years ago

Hi sfink22

 

You may create calculated columns as below:

Column =
SUMX (
    FILTER ( 'Table 2', 'Table 2'[Period] = 'Table 1'[Period] ),
    'Table 2'[Amount]
)

Column 2 =
SUMX (
    FILTER ( 'Table 1', 'Table 1'[Period] <= EARLIER ( 'Table 1'[Period] ) ),
    'Table 1'[Column]
)

Regards,

Cherie

manojsv's avatar
manojsv
Regular Visitor
6 years ago

Hello All,

 

I have the similar requirements, but i wanted to use DAX measure to calculate the total sum (335). Can you please help me in getting desired result by using DAX measure.

Appreciate any suggestions/tips!!