Forum Discussion
Help with two formulas to get sum from another table if column value matches
Table 1 Invoice:
invoice date, amount and invoice period, invoice year.
We invoice 5 times a year, these periods are called T1, T2, T3, T4, T5.
Table 2 Reminders:
Reminder date, amount, reminder period, reminder year.
We issue reminders 5 times a year as well. These have the same period: T1, T2, T3, T4, T5
Now i want to create a visual for reminders per year per period. It is the red ones i am having issues with:
Example for one year, (I have data for many years)
| Year | Period | Reminder sum | Total invoiced same period | Reminder sum percentage of total invoices |
| 2022 | T1 | 500 | 20.000 | 2,5% |
| 2022 | T2 | 600 | 40.000 | 1,5% |
2 Replies
- selimovd
Most Valuable Professional
Hey Anonymous ,
what are you having issues with? What did you try? What worked? What didn't work?
Do you have a sample file to understand your issue better? What are the formulas of the red cells? What result do you expect? How does the data model look like?
It's pretty difficult to help you when you barely share any information.
Best regards
Denis
Well i have these two tables, i have tried relationship with invoice period = reminder period. But i only get the total of the entire year invoice. not invoice per period:
I am a novice in this, and not tried too much, as i am not good with Dax formulas.
I have tried to create a measure:Inoviced= calculate(sum(tbl_Invoice[Amount]),filter(tbl_Invoice,tbl_Invoice[Year] = tbl_Reminders(
But then i can only choose created measures, and not the columns...
I am also not able to create a relationship between these two tables, because i get the prompt, how do you want the column Year and Column Period in Reminders to connect to Invoice. One to many or many to many? Not sure what to choose here...
As mentioned in the text i have two tables, and the same column in both is YEAR And PERIOD.
How can i get these to show data per year per period 🤷
