Sum the Values in Table B IF Table A Meets Criteria

[dgenatossio]

I have 3 tables. One is a table with employee IDs (Table 'ID'). One is a table with employee IDs and their 2017 sales for one business (Table 'A'). The third table has employee IDs and their 2017 sales for the other business (Table 'B'). Tables A and B are connected to the employee table by the employee ID. The employees are not exactly the same for each business, though there is some overlap where the employee ID could appear on A and B. I have columns on the ID table that are used as filters on the page, based on where the employee is located and how long they have been at the company.

I want to calculate the overlapping 2017 results. I have created a measure on the ID table that says this:

Overlap = if(SUM('A'[Sales])>0,SUM('B'[Sales]),0)

Basically: if the employee had Sales for A, give me their sales for B

It works for each ID on the table and the row shows 0 for the row if sales for A were 0, but the Grand Total returns the entire Sales for B (not just the sum of the sales for IDs that had more than 0 sales for A).

Any ideas on how to get the total to work correctly?

[Greg_Deckler]

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490.

Need example data for this one.

[dgenatossio]

I changed my data structure by appending B data to A data in order to create one table that has two columns, one for A sales and one for B sales. I want to write a formula that will sum A sales if B sales for the employee are greater than 0. It should be dynamic so that if I change the month, the formula will calculate only for that month.

The Employee ID table is connected to the sales Table through 'Employee ID'

Employee ID	Month	A Sales	B Sales	Company
1	1	10	0	A
1	2	20	0	A
1	3	10	0	A
2	2	5	0	A
3	6	20	0	A
3	9	25	0	A
4	2	10	0	A
4	7	10	0	A
4	9	10	0	A
4	10	5	0	A
5	2	10	0	A
5	3	30	0	A
5	6	25	0	A
3	2	0	10	B
3	6	0	20	B
4	7	0	10	B
4	10	0	15	B

Employee ID

1

2

3

4

5

[Ashish_Mathur]

Hi,

Based on the data that you have shared, what exact result are you expecting?

[dgenatossio]

Employee ID	Month	A Sales	B Sales	Company
1	1	10	0	A
1	2	20	0	A
1	3	10	0	A
2	2	5	0	A
3	6	20	0	A
3	9	25	0	A
4	2	10	0	A
4	7	10	0	A
4	9	10	0	A
4	10	5	0	A
5	2	10	0	A
5	3	30	0	A
5	6	25	0	A
3	2	0	10	B
3	6	0	20	B
4	7	0	10	B
9	6	0	15	B

This data makes it easier to explain. I would expect the grand total to be 40 (which is B sales, except for employee 9 which doesn't have A sales >0). The problem is that for the Grand Total it sees that Total A Sales are >0 so it returns 55 (which is all of B sales). I need the grand total to be 40 since only employees 3 and 4 have A Sales >0. 

[dgenatossio]

My employee table:

Employee ID

1

2

3

4

5

9

[v-yuta-msft]

Hi dgenatossio,

Your requirement is to create a slicer based on Table[Month] column and create a measure using DAX like this:

Result = CALCULATE(SUM(Table1[A Sales]),  ALLSELECTED(Table1[Month]), Table1[B Sales] > 0)

 

Regards,

Jimmy Tao

[v-yuta-msft]

Hi dgenatossio,

Create a measure like this pattern and try again.

Overlap =
CALCULATE ( SUM ( B[sales] ), FILTER ( A, RELATED ( A[Sales] ) > 0 ) )

Regards,

Jimmy Tao

[dgenatossio]

Jimmy, the 'Related' function does not show the column 'sales' from table A - there is no direct connection between A and B, they are both connected to 'ID'.

Any work around?

[v-yuta-msft]

Hi dgenatossio,

In dax, many side can't be used to filter one side between two tables, you should change the table structures.

Regards,

Jimmy Tao

[dgenatossio]

Can anyone help with this?