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Anonymous
Not applicable

Sum rows to append to another table

Hi all, 

Hoping I can get some help with this, fairly new, still learning - hopefully I have given enough detail.

I am trying to add a column into my dataset which would sum the entire row as opposed to the column. The reason I am doing this is because I want two different reports to be merged as one (I have created a dummy table below for reference) - In an ideal world, both sources would have used the same format of data entry, but alas, why make life easy.

 

In table 1 - The set up is as follows:

 

CLIENTTEAM/LOCATIONWORKTYPEHOURS
ABC LtdUKManagement1
123 LtdUKAdmin0.5
XYZ LLPUSManagement0.1
246 PlcUSAdmin3

 

and it then feeds into a matrix and slicer like so 

 

Slicer: Client
Matrix:

 

WORKTYPEUKUSTOTAL
Management10.11.1
Admin0.533.5
Total1.53.14.6

 

The first report is an automated one pulled from a system, so all the relevant manipulation and sorting has been done in Power Bi. The second report however is one that is manually updated by a team and has has been set up like so (0 in place of hours that will be manually added in) - 

 

CLIENT NAMECATEGORY OF WORK e.g. ProcessingCATEGORY OF WORKCATEGORY OF WORK
 HOURSHOURSHOURS
 Sub category  e.g. PreparationWORKTYPE WORKTYPE 
Management000
Admin000
Other worktypes000
    

 

I've managed to add 2 columns at the end to pull the client name and manually add in a team/location so the table looks like the above with the two additional columns with repeating client names and team/location.

 

I want to ideally somehow get the relevant information from this sheet across and have it feed into the first report so that my visualisation/matrix looks like this:

WORKTYPEUKUSNew locationTOTAL
Management10.101.1
Admin0.5303.5
Other Worktype0000
Total1.53.104.6

 

Hopefully the above makes sense, thanks again!


3 REPLIES 3
v-easonf-msft
Community Support
Community Support

Hi, @Anonymous 

The general process is as said by @Fowmy .

However , I'm still not clear  about the structure of your second report.

Can you display your report and result  with specific fields and data rather than "0","CATEGORY OF WORK e.g. Processing" ,"Sub category  e.g. Preparation".

It will better help us  to transform your data.

 

You may check if this related post help.

https://community.powerbi.com/t5/Desktop/Sum-data-to-new-rows-in-same-table/m-p/885031

 

Best Regards,
Community Support Team _ Eason
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

Fowmy
Super User
Super User

@Anonymous 

You need to first transform the manually entered data into a format that will align with the existing 1st table. Then, union these tables to create a combined table.

Where do you find it challenging, at which stage?

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mwegener
Most Valuable Professional
Most Valuable Professional

Hi @Anonymous ,

 

develop a star schema in which you can filter both tables using shared master data tables.

https://docs.microsoft.com/en-us/power-bi/guidance/star-schema

 

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Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
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