Join us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.
Register now!Get Fabric Certified for FREE during Fabric Data Days. Don't miss your chance! Request now
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!
Check out the November 2025 Power BI update to learn about new features.
Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!