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joemillson's avatar
joemillson
Frequent Visitor
9 years ago
Solved

Not finding Related table or column - Sharepoint List data source

I have 2 tables, both from Sharepoint Lists. One is a Projects table, the other an Invoices table. 

 

I've related the Project ID field from Invoices back to the Project ID PK in the Projects table - this is a many-to-one relationship.

 

I need to be able to sum up the total value of the invoices related to a project (ie one row in the Project table).

 

I've tried to do this by adding a new custom column in Projects and using RELATED(), however it's not finding the Invoices table (and therefore I can't select the column for Amount)

 

Any help would be appreciated

 

Joe

  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi joemillson,

     

    You can try to write a measure at Project table side:

     

    Use relationship to calculate:
    Total Value=
    SUMX(Filter(ALL(Invoices),Invoices[Project ID]= Related(Project[Project ID])),Invoices[Value])
    
    Use current project id to calculate:
    Total Value=
    Var currID =LASTNOBLANK(Project[Project ID],[Project ID])
    return
    SUMX(Filter(ALL(Invoices),Invoices[Project ID]= currID),Invoices[Value])

    In addition, you can check you relationship setting if the "cross filter direction" option not set to "both".

     

     

    Regards,

    Xiaoxin Sheng

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi joemillson,

     

    You can try to write a measure at Project table side:

     

    Use relationship to calculate:
    Total Value=
    SUMX(Filter(ALL(Invoices),Invoices[Project ID]= Related(Project[Project ID])),Invoices[Value])
    
    Use current project id to calculate:
    Total Value=
    Var currID =LASTNOBLANK(Project[Project ID],[Project ID])
    return
    SUMX(Filter(ALL(Invoices),Invoices[Project ID]= currID),Invoices[Value])

    In addition, you can check you relationship setting if the "cross filter direction" option not set to "both".

     

     

    Regards,

    Xiaoxin Sheng