Sum by ID

[kafreitass]

Hi guys!

Can anybody help me?

I have a table with my sales (Vendas table).  These sales can be received in installments (Column Qtde de Parcelas)

I have another Receipts table (Table Recebimentos). It contains all payments made from sales.

I need to check if the sale was received, so I created a new table performing a merge between the ID.

When I perform the sum of the GROSS VALUE column (column VALOR BRUTO), it adds up all the lines, which is the amount of installments that the sale has. How could I perform this sum by ID?

As a final result I would like to check if the total amount of the sale has already been paid or if there are still open installments

[mangaus1111]

Hi @kafreitass ,

try this measure

SUMX(

    SUMMARIZE(

            'Facts',

            'Facts'[STONE ID],

            'Facts'[VALOR BRUTO]

            ),

    'Facts'[VALOR BRUTO]

)

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[JulienZH · Accepted solution]

Why don't you switch to a DAX Measure? If I were you I'd proceed this way:

- Start with setting up the relationship on Stone ID (apparenty 1 to Many from Vendas to Recebimientos)
- In a table (or matrix) visual, add:

• Stone ID
• Total = SUM(Vendas[Valor Bruto])
• Total_Paid = SUM(Recebimientos[Valor Bruto])
• Open_Amount = Total - Total_Paid

[kafreitass]

@JulienZH I made it this way and it worked really well. Thanks