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byr10112's avatar
byr10112
Icon for Microsoft Employee rankMicrosoft Employee
4 years ago
Solved

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?

  • 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

1 Reply

  • PijushRoy's avatar
    PijushRoy
    Icon for Community Champion rankCommunity Champion

    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