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byr10112
Microsoft Employee
Microsoft Employee

Measure to Sum Revenue between two tables with multiple conditions

I have two tables, where one table has customer scores by month and categories and the other one with monthly revenue. Majority of my visuals are using the second table, and I would like to create a scatter plot graph that shows the distribution of revenue and scores. To do this, I have to match the two tables via account ID and month. Because of the categories in table 1, IDs and Month's repeat, thus I cannot use a LOOKUPVALUE. I tried creating measures with filters but they didn't work either. Below are my two tables:

Table 1:

Account IDCategoryMonthScore
1001SecurityJune 202182%
1001ComplianceJune 202178%
1001OtherJune 202191%
1002Security June 202145%
10020OtherJune 202178%

 

Table 2:

IDMonthRevenue
1001June 2021$100
1002June 2021$105
10030June 2021$124

 

I also tried creating a temporary table within my measure that summarizes table 1 into ID and Month, but that didn't work either. How can I create a measure that links both of these tables together so I can see the distribution of revenue and scores on an ID level?

1 ACCEPTED SOLUTION
PijushRoy
Super User
Super User

Hi @byr10112 

I believe, there are many ways to solve the requirement, most easy way is
CONCATENATE ID and Month Column in both table
Use the LOOKUPVALUE function to bring Revenue Data in Table1
or Marge Table in Power Query with the CONCATENATE resulted column

If solve your requirement, please mark this answer as SOLUTION
If this comment helps you, please LIKE this comment/Kudos




Did I answer your question? Mark my post as a solution!
Appreciate your Like/Kudos

Proud to be a Super User!





View solution in original post

1 REPLY 1
PijushRoy
Super User
Super User

Hi @byr10112 

I believe, there are many ways to solve the requirement, most easy way is
CONCATENATE ID and Month Column in both table
Use the LOOKUPVALUE function to bring Revenue Data in Table1
or Marge Table in Power Query with the CONCATENATE resulted column

If solve your requirement, please mark this answer as SOLUTION
If this comment helps you, please LIKE this comment/Kudos




Did I answer your question? Mark my post as a solution!
Appreciate your Like/Kudos

Proud to be a Super User!





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