Modeling is not working

[lastnn30]

Hi

I have 2 tables (FactTable and dTable1, please see below)  in an excel file. I do not want to use Power Query-->merge, to get Region from the dTable1. So created 1-to-Many relationship (PBI did it for me). I used PowerQuery to add Revenue column in FactTable ((1-discount)*unit*price).  Now when I try to insert a visual and insert  Region and Revenue, PBI did not group Regions and I can not change the function for Revenue to do SUM. What is the issue please? I PBI file is here if you are interested

https://drive.google.com/file/d/1HuPC_X-l5ihXFB_AkQ26DBprFCJ248IY/view?usp=sharing

[Anonymous · Accepted solution]

Hi @lastnn30 , 

Please refer to my pbic file to see if it helps you.

Create a column firstly.

Column = CALCULATE(MAX(DTable1[Region]),FILTER((DTable1),DTable1[SalesRep]=EARLIER(FactTable[SalesRep])))

Then create a measure.

Measure 3 = CALCULATE(SUM(FactTable[Revenue]),FILTER(ALL(FactTable),FactTable[Column]=SELECTEDVALUE(FactTable[Column])))

If I have misunderstood your meaning, please provide your desired output with more details.

Best Regards

Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[mahoneypat]

The issue is that your Revenue is set to text data type. In the query editor, change it to a numeric data type and the option to summarize it with a sum will appear. However, I encourage you to create a simple measure with the SUM function instead.

Pat

[lastnn30]

Thank you for your reply. Could you please explain how to create a measure with the SUM? Thanks again.

[lastnn30]

Thank you very much. When I opned Power Query editor, I saw the column was formatted to 1.2 (decimal)! but despite that I clicked on the drop down menu and clicked decimal again and it is working. Thank you very much again. I wont be able to figure that out without your help.

[ERD]

@lastnn30 , you need to change the format of the column to Decimal:

and then to summarize the column if you want to use it this way:

If this post helps, then please consider Accept it as the solution ✔️to help the other members find it more quickly.

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