Sum of Customer Invoices by date

[Martin_Lanyon]

I'm looking to getting a total only figure for the spend by customers based on the financial year and need assistance in creating the measure.  Below is some sample data from an existing report.  I'm looking to summarise this data into something like

Customer 1      $1,840.10

Customer 2      $2,250.00

Customer 3      $2,189.00

Customer 4      $12,411.74

etc

Any help would be greatly appreciated.

[TheoC]

Hi @Martin_Lanyon 

If you use the Matrix visual, you can drag your CustomerName column into the Row.  Then drag your InvoiceAmount column into your Values.  Ensure you have InvoiceAmount as a number / currency format.  You can then use the Year from your Date column (using Date Hieararchy) as the Column field in the Matrix visual.

Hope this helps.

Theo 🙂

[jaipal · Accepted solution]

@Martin_Lanyon  Since you only needed two cloumns, just drag both into the table. Power BI will automatically sum the values for duplicates. You can see the below attachment