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DarylRob's avatar
DarylRob
Helper I
4 years ago
Solved

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?

  • Anonymous's avatar
    Anonymous
    4 years ago

    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

    2. Create a measure as below to get the revenue2

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

    Best Regards

2 Replies

  • Anonymous's avatar
    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

    2. Create a measure as below to get the revenue2

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

    Best Regards