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DarylRob
Helper I
Helper I

Pull data into matrix when datas only in the second table

Hi, 

 

So I've created a matrix with the below columns

 

Table1.Account Manager Name, Table1.Client Name, Table1.Client Office, Table1.Revenue1, Table2.Revenue2

The two tables have the below data

 

Table1:

Account Manager Name, Client Name, Client Office, Revenue1

 

Table2:

Account Manager Name, Client Name, Client Office, Revenue2

 

Relationships:

Table1.Account Manager Name = Table2. Account Manager Name

Table1.Client office = Table2. Client Office

 

Client Name won't match

 

I want to be able to have a matrix that has a hierachy of

Account Manager > Client Name > Client Office

 

and when the client office match up then Revenue1 and Revenue2 will be on the same row 

 

Will I have to create new tables with all the values in and use that?

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @DarylRob ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want.

1. Create the relationship base on the field Account Manager Name

yingyinr_0-1647339580686.png

2. Create a measure as below to get the revenue2

NRevenue2 =
CALCULATE (
    SUM ( 'Table2'[ Revenue2] ),
    FILTER (
        'Table2',
        'Table2'[ Client Office] = SELECTEDVALUE ( 'Table1'[ Client Office] )
    )
)

yingyinr_1-1647339688250.png

Best Regards

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @DarylRob ,

I created a sample pbix file(see attachment) for you, please check whether that is what you want.

1. Create the relationship base on the field Account Manager Name

yingyinr_0-1647339580686.png

2. Create a measure as below to get the revenue2

NRevenue2 =
CALCULATE (
    SUM ( 'Table2'[ Revenue2] ),
    FILTER (
        'Table2',
        'Table2'[ Client Office] = SELECTEDVALUE ( 'Table1'[ Client Office] )
    )
)

yingyinr_1-1647339688250.png

Best Regards

lbendlin
Super User
Super User

Please provide sanitized sample data that fully covers your issue. If you paste the data into a table in your post or use one of the file services it will be easier to work with. Avoid posting screenshots of your source data if possible.

Please show the expected outcome based on the sample data you provided. Screenshots of the expected outcome are ok.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

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