Forum Discussion
Rolling Inner Join Sum
Hey Guys,
I'm looking to do an inner join on a uniqueID from one table to another and then take the sum of a dollar amount from the other table. I want to write this as a DAX measure.
So I have 4 Tables right now like this:
What I want to do is a running inner join on the "ID" on TableA and TableB and sum the "Spent" on TableB , where the running total is 3 months ahead (eg. Jan 2018 sum would be Jan 2018, Feb 2018, Mar 2018, and Apr 2018). So if I plot a a table it would look like this:
I already have a function to do a normal rolling sum, like this:
Roll3Sum =
CALCULATE (
SUM ( TableB[Spent] ),
FILTER (
ALL ( 'Date' ),
'Date'[Rank] >= MAX ( 'Date'[Rank] )
&& 'Date'[Rank]
<= MAX ( 'Date'[Rank] ) + 3
)
)I wanto to perform this but inner join on ID's on the specified month and roll it 3 months ahead like mentioned above.
*EDIT*
here is some sample data, you will see that in the FinalOutput tab, the TotalSpent column is an inner join on the ID'S from tab A and tab B with a 4 month roll including the selected month and the sum of the Spent column from tab B.
Here is the dropbox link:
https://www.dropbox.com/s/mvjzeodkvv5flwi/TestExample.xlsx?dl=0
17 Replies
- Ashish_MathurSuper User
Hi,
Share TableA and TableB data (in a format that can be pasted in MS Excel) and show the expected result.
- AnonymousNot applicable
Ashish_Mathur Hey, I uploaded the sample data onto my original post under *EDIT*. Thank you!
- Ashish_MathurSuper User
Hi,
In the FinalOutput worksheet, i understand how you got the figures in column C. How did you arrive at the numbers in column D? Show the Excel formula in those cells.