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lastnn30
Post Patron
Post Patron

Modeling is not working

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

 

SNAG-0466.jpg

 

SNAG-0467.jpg

1 ACCEPTED SOLUTION
v-rongtiep-msft
Community Support
Community Support

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])))

vpollymsft_0-1646810957176.png

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.

View solution in original post

5 REPLIES 5
v-rongtiep-msft
Community Support
Community Support

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])))

vpollymsft_0-1646810957176.png

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
Employee
Employee

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





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

lastnn30
Post Patron
Post Patron

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
Super User
Super User

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

ERD_0-1646582515317.png

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

ERD_1-1646582541251.png

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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