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Hi,
I am new to Power BI and I am trying to subtotal a number of columns based on 1 primary column.
The table structure is as follows with the primary column being the ContractID and the subtotals need to be added to the
ContractValue |
| EstInvoiceValue |
| ActInvoiceValue |
| DonInvOpenValue |
columns.
This is my data table:
| Dept | ContractID | PorjectNo | ProgOfficer | PName | PStartDate | PEndDate | PStatus | AccountCode | CompanyName | AccountName | ContractNo | ContractValue | InvoiceStatus | ProjectCurrency | DonorInvCurrency | EstimatedInvoiceDate | EstInvoiceValue | EstInvoiceDesc | DonorInvoiceNo | ActualInvoiceDate | ActInvoiceValue | InvoiceBalance | DonInvOpenValue | DonorInvoiceStatus |
| 0001 | 9300 | Project1 | Joe Bloggs | Sample Project 1 | 30/05/2016 | 05/06/2017 | Projectinprogress | C0001 | Donor ABC | Donor ABC London | ABC0001 | 1,000 | BALANCE TO BE INVOICED | 3 | GBP | 30/05/2016 | 750 | Upfront | A10000 | 30/05/2016 | 750 | - | 750 | O |
| 0001 | 9300 | Project1 | Joe Bloggs | Sample Project 1 | 30/05/2016 | 05/06/2017 | Projectinprogress | C0001 | Donor ABC | Donor ABC London | ABC0001 | 1,000 | BALANCE TO BE INVOICED | 3 | GBP | 05/06/2017 | 250 | On Completion | - | 250 | ||||
| 0002 | 9301 | Project2 | Joe Bloggs | Sample Project 2 | 01/01/2016 | 30/04/2016 | Projectinprogress | C0002 | Donor XYZ | Donor XYZ New York | XYZ0001 | 5,000 | BALANCE TO BE INVOICED | 3 | GBP | 30/04/2016 | 3,500 | Fees | - | 3,500 | ||||
| 0002 | 9301 | Project2 | Joe Bloggs | Sample Project 2 | 01/01/2016 | 30/04/2016 | Projectinprogress | C0002 | Donor XYZ | Donor XYZ New York | XYZ0001 | 5,000 | BALANCE TO BE INVOICED | 3 | GBP | 30/04/2016 | 1,500 | Reimbursables | - | 1,500 |
I have searched the internet and could not find a solution so hoping this method will provide me the information I need.
Thanks
Solved! Go to Solution.
Hi @kd3975_odi,
You can directly drag these columns to matrix to show the summary result or use SUMMARIZE function to get the summary table.
Table formula:
Table = SUMMARIZE(Sheet10,Sheet10[ContractID ],"Total ActInvoiceValue",SUM(Sheet10[ActInvoiceValue ]),"Total EstInvoiceValue",SUM(Sheet10[EstInvoiceValue ]),"Total InvoiceBalance",SUM(Sheet10[InvoiceBalance ]))
Regards,
Xiaoxin Sheng
Hi @kd3975_odi,
You can directly drag these columns to matrix to show the summary result or use SUMMARIZE function to get the summary table.
Table formula:
Table = SUMMARIZE(Sheet10,Sheet10[ContractID ],"Total ActInvoiceValue",SUM(Sheet10[ActInvoiceValue ]),"Total EstInvoiceValue",SUM(Sheet10[EstInvoiceValue ]),"Total InvoiceBalance",SUM(Sheet10[InvoiceBalance ]))
Regards,
Xiaoxin Sheng
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