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jeffs9876
New Member

Merge two tables while summing values from subtable

Hello, I have two tables

 

Table A is the Payment Table

Payment IDPayment AmountPayment Date
1101/1/17
2101/2/17
3101/3/17
4101/4/17
5101/5/17
6101/6/17

 

 

Table B is the Refund Table

Refund IDPayment IDRefund AmountRefund Date
a151/1/17
b151/2/17
c231/3/17
d231/4/17
e231/5/17
f321/6/17

 

I would like to merge them together to get Table C which is the Payment Table (Table A) with the total refunds for each payment from the Refund Table (Table B) summed up into the new Refund Amount column 

 

Table C - Required Result

Payment IDPayment AmountPayment DateRefund Amount
1101/1/1710
2101/2/179
3101/3/172
4101/4/170
5101/5/170
6101/6/170

 

Currently when I merge these I get the following which is wrong as it creates multiple payment ID rows for each refund amount. 

Payment IDPayment AmountPayment DateRefund Amount
1101/1/175
1101/1/175
1101/1/173
2101/2/173
2101/2/173
3101/3/172
4101/4/170
5101/5/170
6101/6/170

 

Thank you in advance for your help.

1 ACCEPTED SOLUTION
v-ljerr-msft
Employee
Employee

Hi @jeffs9876,

 

According to your description above, adding a calculate column in Payment Table should be a better choice than merging the two tables in your scenario. Smiley Happy

 

1. Create a relationships between the Payment table and Refund table with the Payment ID column if there isn't yet.

 

relationship1.PNG

 

2. Then you should be able to use the formula below to add a new calculate column in Payment table to get the total refunds for each payment from the Refund Table.

Refund Amount = CALCULATE(SUM(Refund[Refund Amount])) + 0

c2.PNG

 

Regards

View solution in original post

2 REPLIES 2
v-ljerr-msft
Employee
Employee

Hi @jeffs9876,

 

According to your description above, adding a calculate column in Payment Table should be a better choice than merging the two tables in your scenario. Smiley Happy

 

1. Create a relationships between the Payment table and Refund table with the Payment ID column if there isn't yet.

 

relationship1.PNG

 

2. Then you should be able to use the formula below to add a new calculate column in Payment table to get the total refunds for each payment from the Refund Table.

Refund Amount = CALCULATE(SUM(Refund[Refund Amount])) + 0

c2.PNG

 

Regards

Perfect! Thank you.

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