Forum Discussion
Sum column values based on another table
It is because of relationships are not appropriately defined in your model. Looking at your model, it seems like you need to make the following changes:
- Change Relationship between Table1 and Calendar to be Many-to-One and Single-Directional. (Note the Many should be from Table1).
- Change Relationship between Table2 and Calendar to be Many-to-One and Single-Directional. Then ensure that the relationship is active. (Again note that Table2 should be many side.)
- Create new relationship between Table2[Office] and Offices[Office] as Many-To-One and Single-Directional.
- Change the measure TotalExpense = SUM(Table2[Expense]). It is possible that I misunderstand the requirement for this measure. But it is good to start simple and then define a more complex measure if needed.
I tried these changes and seem to be getting the correct numbers, but you should verify if that is what you want.
I have make some changes on the data model and the TotalExpense DAX formula. I relationed the AREAS table with TABLE2 and the result in the matrix table is correct but not quite: the TotalExpense columns shows the correct result but repeat the same value for every Office on every month, like this:
| Month/Office | TotalImport | TotalExpense |
| 1 | 25 | |
| Office1 | 100 | 25 |
| Office2 | 160 | 25 |
| Office3 | 120 | 25 |
| 2 | 0 | |
| Office1 | 200 | 0 |
| Office2 | 150 | 0 |
| Office3 | 60 | 0 |
| 3 | 15 | |
| Office1 | 40 | 15 |
| Office2 | 70 | 15 |
| Office3 | 120 | 15 |
The TotalExpense formula is this:
TotalExpense =
CALCULATE (
SUM ( TABLE2[Expense] ),
FILTER ( TABLE2, TABLE2[AREA] = VALUES( AREAS[Area] ) )
)Any suggestion? Thank you.
With this changes, if I put the TABLE2.Expense field into the matrix, it shows the same result:
| Month/Office | TotalImport | Expense |
| 1 | 25 | |
| Office1 | 100 | 25 |
| Office2 | 160 | 25 |
| Office3 | 120 | 25 |
| 2 | 0 | |
| Office1 | 200 | 0 |
| Office2 | 150 | 0 |
| Office3 | 60 | 0 |
| 3 | 15 | |
| Office1 | 40 | 15 |
| Office2 | 70 | 15 |
| Office3 | 120 | 15 |
I attach de pbix file with some new changes on the data model. I continued without finding the correct formula for the total.
Could you help me, please? Thank you.
https://drive.google.com/file/d/1yK9tSOUpzUxXAmIvofDIUin3SvAXjls0/view?usp=sharing
It is because of relationships are not appropriately defined in your model. Looking at your model, it seems like you need to make the following changes:
- Change Relationship between Table1 and Calendar to be Many-to-One and Single-Directional. (Note the Many should be from Table1).
- Change Relationship between Table2 and Calendar to be Many-to-One and Single-Directional. Then ensure that the relationship is active. (Again note that Table2 should be many side.)
- Create new relationship between Table2[Office] and Offices[Office] as Many-To-One and Single-Directional.
- Change the measure TotalExpense = SUM(Table2[Expense]). It is possible that I misunderstand the requirement for this measure. But it is good to start simple and then define a more complex measure if needed.
I tried these changes and seem to be getting the correct numbers, but you should verify if that is what you want.
Great!! It works!
I've made your relations changes and works fine. But I've needed the measure TotalExpense to calculate the right values:
TotalExpense = CALCULATE(SUM (TABLE2[Expense]);FILTER(TABLE2;TABLE2[CodArea]=VALUES(TABLE1[CodArea])))Thank you very much!!