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I'm struggling with (i think) an easy measure.
But can't get it to work.
I have an open item list from my customers.
I have a list with max limits for my customers.
I want to create a matrix which shows the total amount per customer and if the total amount exceeds the limit it must show the shortfall of this position.
| Open item list | ||
| Customer | Invoice | Amount |
| A | 201901 | € 250 |
| A | 201902 | € 350 |
| B | 201903 | € 600 |
| B | 201904 | € 400 |
| B | 201905 | € 200 |
| C | 201906 | € 390 |
| C | 201907 | € 250 |
| C | 201908 | € 600 |
| C | 201909 | € 800 |
| € 3.840 |
| Limitlist | |
| Customer | Limit |
| A | € 800 |
| B | € 1.000 |
| C | € 2.000 |
| Total list | |||
| Customer | Amount | Limit | Shortfall |
| A | 600 | 800 | 0 |
| B | 1200 | 1000 | -200 |
| C | 2040 | 2000 | -40 |
| 3840 | -240 | ||
Which measure do i need for this?
Thank you in advance
Solved! Go to Solution.
Try this MEASURE
see attached file as well
Measure =
IF (
HASONEFILTER ( LimitList[Customer] ),
IF (
SUM ( Open_item_list[Amount] ) > SUM ( LimitList[Limit] ),
SUM ( LimitList[Limit] ) - SUM ( Open_item_list[Amount] ),
0
),
SUMX (
VALUES ( LimitList[Customer] ),
CALCULATE (
IF (
SUM ( Open_item_list[Amount] ) > SUM ( LimitList[Limit] ),
SUM ( LimitList[Limit] ) - SUM ( Open_item_list[Amount] ),
0
)
)
)
)
Try this MEASURE
see attached file as well
Measure =
IF (
HASONEFILTER ( LimitList[Customer] ),
IF (
SUM ( Open_item_list[Amount] ) > SUM ( LimitList[Limit] ),
SUM ( LimitList[Limit] ) - SUM ( Open_item_list[Amount] ),
0
),
SUMX (
VALUES ( LimitList[Customer] ),
CALCULATE (
IF (
SUM ( Open_item_list[Amount] ) > SUM ( LimitList[Limit] ),
SUM ( LimitList[Limit] ) - SUM ( Open_item_list[Amount] ),
0
)
)
)
)
That worked really well!
So it must be in table form and not matrix?
Thank you!
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