Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Compete to become Power BI Data Viz World Champion! First round ends August 18th. Get started.

Reply
KalebRiley
Regular Visitor

Need to Create a new table in Power BI with fields from other tables and rows generated monthly

Hi, so I have been working at this all day with no luck. I have a table where Product is produced daily. I need to have a new table created, that summarizes the Total Cases of Product produced each month, then the number of Suspected Rejected product calculated monthly, and the percentage calculated from those two numbers.

 

Table 1 has the cases produced on a daily basis, the date they're produced, and the date represented as Month and Year in separate columns as well. (As well as other information not relevant to this function)

 

Table 2 has the date of shipment, where it is recorded if cases are damaged at all on the Date, Month and Year damage occurred.

 

I need table 3 to create the date of each month (Starting 1/1/2024 through Current date, so for today it would be 4/1/2025), This was my idea, but it doesn't function how I would like it to....

 

"Test", DATESINPERIOD('Cases Produced'[Date].[Date],DATE(2024,1,1),((YEAR(TODAY())-2024)*12)+MONTH(TODAY()),MONTH),

 

 

Then to sum both the Cases produced and damaged cases per month from the other two tables.

 

The biggest problem I am having is I don't seem to find any concise explanations or functions that work to do exactly what I'm doing, and it seems also that half of the solutions I'm seeing exist in "Transform Data" but I can't get any tables I create to show up in there. 

 

I tried writing a blank query but then again all of the functions I just learned aren't relevant there because it behaves so differently.

 

I feel like I would have it if you could reference a column of an external table against a column in the current table. Something like below?

 

"Total Cases Produced", CALCULATE(SUM('Cases Produced'[TOTAL CASES]),FILTER('Cases Produced',[Month] = 'This Table'[Month]))

 

 

But that doesn't seem to exist. Then that led me down to creating a variable based on the Month column of the current table, but that brought me to the Transform Data Query editor, which I can't reference my new table from at all.

1 ACCEPTED SOLUTION
v-bmanikante
Community Support
Community Support

Hi @KalebRiley,

 

Thank you for reaching out to Microsoft Fabric Community Forum.

 

To better understand your scenario and provide an accurate solution, could you please share a small sample of your data along with the expected output based on that data?

        Please ensure that the sample data does not contain any sensitive or confidential information.

 

Regards,

B Manikanteswara Reddy

View solution in original post

6 REPLIES 6
v-bmanikante
Community Support
Community Support

Hi @KalebRiley ,

 

May I ask if you have gotten this issue resolved?

 

If it is solved, please mark the helpful reply or share your solution and accept it as solution, it will be helpful for other members of the community who have similar problems as yours to solve it faster.

 

Regards,

B Manikanteswara Reddy

Hi @KalebRiley ,

 

As we haven’t heard back from you, we will go ahead and close this ticket for now.

If you need any further assistance, please don’t hesitate to raise a new ticket, we’re always happy to help.

Our sincere apologies if there was any inconvenience caused.

 

Regards,

B Manikanteswara Reddy

v-bmanikante
Community Support
Community Support

Hi @KalebRiley ,

 

May I ask if you have gotten this issue resolved?

 

If it is solved, please mark the helpful reply or share your solution and accept it as solution, it will be helpful for other members of the community who have similar problems as yours to solve it faster.

 

Regards,

B Manikanteswara Reddy

v-bmanikante
Community Support
Community Support

Hi @KalebRiley ,

 

May I ask if you have gotten this issue resolved?

 

If it is solved, please mark the helpful reply or share your solution and accept it as solution, it will be helpful for other members of the community who have similar problems as yours to solve it faster.

 

Regards,

B Manikanteswara Reddy

v-bmanikante
Community Support
Community Support

Hi @KalebRiley,

 

Thank you for reaching out to Microsoft Fabric Community Forum.

 

To better understand your scenario and provide an accurate solution, could you please share a small sample of your data along with the expected output based on that data?

        Please ensure that the sample data does not contain any sensitive or confidential information.

 

Regards,

B Manikanteswara Reddy

lbendlin
Super User
Super User

I need table 3 to create the date of each month (Starting 1/1/2024 through Current date

Table3 = FILTER(CALENDAR("2024-01-01",TODAY()),DAY([Date])=1)

Helpful resources

Announcements
August Power BI Update Carousel

Power BI Monthly Update - August 2025

Check out the August 2025 Power BI update to learn about new features.

August 2025 community update carousel

Fabric Community Update - August 2025

Find out what's new and trending in the Fabric community.

Top Solution Authors