SUM doesn't filter on region

[__Marc__]

I have 2 tables:

Transactions:

Customer code	Region	Other columns ....
1	A
1	B
2	A

Total sales per customer:

Customer code	Total sales amount
1	100
2	50

I want to create a diagram that show the total per region:

A = 150

B = 100

What I get is:

A = 250

B = 250

The tables are connected on Customer code using many (Transactions) to 1 (Total sales per customer).

The diagram view uses:
- Row: Region column

- Value: SUM([Total sales amount])

How can I solve this?

[VahidDM]

Hi @__Marc__ 

Change the Cross filter direction to the Both and that will sort out your issue.

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
LinkedIn: www.linkedin.com/in/vahid-dm/

[johnt75 · Accepted solution]

The reason that you're getting the same result for every row is that the filter cannot pass from the Transactions table to the Total Sales Per Customer because it is a many-to-one relationship. You will need to iterate over the transactions table and sum the related value from the Total Sales Per Customer table

Total Sales =
SUMX( Transactions, RELATED('Total Sales Per Customer'[Total Sales amount]) )

[tej147]

Use SUMX instead of SUM

SUMX is the iterative function which performs on row-level.

Sales = SUMX([Total sales amount])

[tej147]

Following are the two methods using CROSSFILTER and RELATED dax functions.