Sum measure from several related tables

[marcoslopez]

Hi community, I need to create a measure that summarizes several fields from different tables. The issue here is that I must summarize several measures and, here the problem, a value.

My structures

Table Clients
c.ClientID
c.ClientTaxID  ([EN] Unique Tax Identification Code,  [ES] Clave Única de Identificación Tributaria)
c.CreditLimit   (Here i have 1 credit limit by client)

Table Checks     (Several checks by client)
ch.ClientId
ch.OperationID
ch.Total

Table CustomerDebt    (Several movements by client)
cd.ClientID
cd.OperationID
cd.Total

Table Orders     (Several orders by client)
o.ClientID
o.OrderID
o.Total


What i need to sum is, per client, sth like:
Resume = c.CreditLimit - sum(ch.Total) - sum(cd.Total) - sum(o.Total)

How might I be able to obtain that formula?


Best Regards,
Marcos

[edhans · Accepted solution]

Unless I am not understanding your problem this will just work once you create the relationshipes between the tables to a DIM table that has your client info. Create a SUM() measure for each type of data (checks, orders, etc) then one more measure that just adds/subtracts the measures.

When you put your client ID from the FACT table in a Table or Pivot visual, then the master measure that has your "resume" math, the row context of the pivot will make it work.

If I am totally missing your issue, please post a PBIX file with some sample data in it so we can see what is really going on.

[marcoslopez]

Hi community, I need to create a measure that summarizes several fields from different tables. The issue here is that I must summarize several measures and, here the problem, a value.

My structures

Table Clients
c.ClientID
c.ClientTaxID  ([EN] Unique Tax Identification Code,  [ES] Clave Única de Identificación Tributaria)
c.CreditLimit   (Here i have 1 credit limit by client)

Table Checks     (Several checks by client)
ch.ClientId
ch.OperationID
ch.Total

Table CustomerDebt    (Several movements by client)
cd.ClientID
cd.OperationID
cd.Total

Table Orders     (Several orders by client)
o.ClientID
o.OrderID
o.Total


What i need to sum is, per client, sth like:
Resume = c.CreditLimit - sum(ch.Total) - sum(cd.Total) - sum(o.Total)

How might I be able to obtain that formula?


Best Regards,
Marcos

[edhans · Accepted solution]

Unless I am not understanding your problem this will just work once you create the relationshipes between the tables to a DIM table that has your client info. Create a SUM() measure for each type of data (checks, orders, etc) then one more measure that just adds/subtracts the measures.

When you put your client ID from the FACT table in a Table or Pivot visual, then the master measure that has your "resume" math, the row context of the pivot will make it work.

If I am totally missing your issue, please post a PBIX file with some sample data in it so we can see what is really going on.

[marcoslopez · Accepted solution]

@edhans thanks, that helps.

That I've done is to create measures in respective fact tables and call them from dim Client.

Measure_TotalChecks = sum(ch.total)
Measure_TotalDebt = sum(cd.total)
Measure_TotalOrders = sum(o.total)

In Client table i calculate as column the totals what i needed

ClientRisk = c.CreditLimit - Measure_TotalChecks - Measure_TotalDebt - Measure_TotalOrders 


Best Regards, Marcos