Sum if rows contain matching data

[sfink22]

I'm working on a travel budget report. I have a 'Budget' table with everyone's last name in Column 1 and their alloted budget in Column 2, like this:

'Budget'

Name             Budget

Anderson       $1,000

In a second table I have all the 'Transactions' for the year. The transaction names contain (somewhere in the field) the last name of the related person, i.e.:

'Transactions'

Transaction                          Spend

Anderson cell phone           $100

Hotel charge Anderson       $200

I'm trying to create a Column 3 in the 'Budget' table that will sum Spend by Name. In other words, it will look at the Name column in the 'Budget' table, and then scan the Transaction column in the second 'Transactions' table for anything containing that Name, and sum the corresponding Spend. The above example would output this:

'Budget'

Name             Budget      Actual Spend by Name

Anderson       $1,000       $300

I've tried several different ways but come up with an error every time. Any help is appreciated!

[v-cherch-msft]

Hi @sfink22

SEARCH Function could be worked for you as well.

Column =
SUMX (
    FILTER (
        Transactions,
        SEARCH ( Budget[Name], Transactions[Transaction], 1, 0 ) > 0
    ),
    Transactions[Spend]
)

Regards,

Cherie

[AlB · Accepted solution]

Hi @sfink22

Try this for your new column in the 'Budget' table:

Actual Spend by Name =
CALCULATE (
    SUM ( Transactions[Spend] ),
    FILTER (
        Transactions,
        FIND ( Budget[Name], Transactions[Transaction], 1, 0 ) > 0
    )
)