Forum Discussion
Issue with using a lookup table in calculation.
Good Morning,
I feel like this issue should be easily solved but I can't figure it out.
I have two tables, Table A and Table B.
Table A has the detail record and the number of transactions per location.
Table B is a lookup table for locations, displaying the FTE Count.
I have a Many to One relationship from Table A to B on Location, like below.
Table A
Location Transaction Time
A 12
A 9
B 28
B 6
Table B
Location FTECount
A 2
B 3
I am having an issue using the FTE Count as a measure to calculate the time and transaction count per employee. I am able to use the Max() function to get the FTE count for each branch but that does not give me a total or translate over to a scatter plot. Ideally, the relationship would pull over the FTE Count for each locations and then the sum for the total.
In a Summary, the output I am getting looks like:
Location Sum Trans Time FTE Count
A 21 2
B 34 3
Total 55 N/A
OR
Location Sum Trans Time sum FTE Count
A 21 5
B 34 5
Total 55 5
I would expect to see
Location Sum Trans Time FTE Count
A 21 2
B 34 3
Total 55 5
Is there something that I am missing here?
Thank you,
Jordan
Hi,
The mistake you are committing is that you are creating a relationshop from Table A to Table B. There are two ways to go about solving this problem:
- Create a master table of all unique Locations from Table A and table B (let's call that new table Table C) [This master table can be create by appending Table A and Table B, removing all column expcet Location and then removing duplicated form the location column]. Then create a relationshop from Table A to Table C and Table B to Table C. After this a simple SUM measure will work as expected. Remember to drag location from Table C in your visual
- If you do not wish to create Table C as proposed above, you can use the RELATEDTABLE function in Table B (after creating a relationshop from Table A to Table B). In a calculated column in Table B, enter this formula
=SUMX(RELATEDTABLE(location_time),location_time[Transaction time])
Now create your visual from Table B.
6 Replies
to clarify where you say: the output I am getting looks like
you are getting "N/A" in what type of visual? a table or matrix visual? at the table level is this field modeled to be a number type or is it a text type?
Hi,
The mistake you are committing is that you are creating a relationshop from Table A to Table B. There are two ways to go about solving this problem:
- Create a master table of all unique Locations from Table A and table B (let's call that new table Table C) [This master table can be create by appending Table A and Table B, removing all column expcet Location and then removing duplicated form the location column]. Then create a relationshop from Table A to Table C and Table B to Table C. After this a simple SUM measure will work as expected. Remember to drag location from Table C in your visual
- If you do not wish to create Table C as proposed above, you can use the RELATEDTABLE function in Table B (after creating a relationshop from Table A to Table B). In a calculated column in Table B, enter this formula
=SUMX(RELATEDTABLE(location_time),location_time[Transaction time])
Now create your visual from Table B.
Thank you for responding. Reading through this I realized I was making an absurd mistake that I have done correctly a hundred times. The Location Table already was the lookup and the value just had to be grabbed from here.
Thanks so much for responding!
Thank you,
Jordan
You are welcome.
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