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moezali's avatar
moezali
New Member
9 years ago
Solved

Lookup a summed value from different table

Hi, I'm trying to do a very simple calculation but haven't been able to get it working.

 

i got 2 tables, Leadsheet and JE. Leadsheet has 1 to many relationship with JE table. 

Leadsheet

 

JE

 

 

 

I want a DAX for a new column in leadsheet that shows the SUM OF JE = CALCULATE THE SUM OF THE AMOUNT COLUMN IN JE TABLE FOR EACH ACCT NUMBER in LEADSHEET.

 

thanks

  • Hi moezali

     

    On the Leadsheet Table you could add this column

     

    New Column = CALCULATE(SUM('JE'[Amount]))

    or you could do this as a measure which might play better with other filters (Try both)

     

    New Measure = CALCULATE(sum(JE[Amount]) )
  • moezali

     

    In this scenario, since you may have multiple ACCT Number in JE table, it's not a one-to-one mapping so that we can't use LOOKUPVALUE() function. For your requirement, you just need build relationship between two tables on ACCT Number column. Then add a column like "=RELATED(JE[Amount])" in LeadSheet table.

     

    Regards,

2 Replies

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee

    Hi moezali

     

    On the Leadsheet Table you could add this column

     

    New Column = CALCULATE(SUM('JE'[Amount]))

    or you could do this as a measure which might play better with other filters (Try both)

     

    New Measure = CALCULATE(sum(JE[Amount]) )
  • v-sihou-msft's avatar
    v-sihou-msft
    Microsoft Employee

    moezali

     

    In this scenario, since you may have multiple ACCT Number in JE table, it's not a one-to-one mapping so that we can't use LOOKUPVALUE() function. For your requirement, you just need build relationship between two tables on ACCT Number column. Then add a column like "=RELATED(JE[Amount])" in LeadSheet table.

     

    Regards,