Get certified for free when you join Fabric Data Days 2026 and dive into Fabric, Power BI, SQL, AI, and other essential data skills.
Join nowData Days is here! Join us now for 60+ days of learning, challenges, and connection. Learn more
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!
Don't miss out on Data Days, June 15 through August 7. Learn Fabric, Power BI, SQL, AI and more.
Check out the May 2026 Power BI update to learn about new features.
| User | Count |
|---|---|
| 23 | |
| 23 | |
| 21 | |
| 17 | |
| 13 |
| User | Count |
|---|---|
| 58 | |
| 51 | |
| 39 | |
| 29 | |
| 24 |