Sum up Data BI Desktop by using DAX

[123abc]

I have two tables, one table is oracle live 10 year sales journal, second table is Aug to Dec 2023 signed Turnover targets, now i wants to sumup Turnover  (By adding a column in second table of Aug to Dec 2023 singed targeted turnover in front of those cusotmer whose are singed turnover targets) from oracel live 10 year sales journal based on given customer in second table of singed targeted Turnvoer Aug to Dec 2023.... i thnik its just like sumifs in excel but how to perform in BI i have no idea.

Please guide me, the DAX formula which can help me to calculate this column field and it calculate turnover from live sales journal from Aug 2023 to Dec 2023.

Imported Info of Tables:

In 10 year live sales journal customer entries, dates, customer codes  are repeated due again and again live invoices.

In Second table of Aug to Dec 2023 turnover customers entries like customer codes are unique and not repeated.

Live Sales Journal PIC5 Month Signed Turnover Targets

[Anonymous]

Hi @123abc ,

Create a measure.

TotalTurnover = CALCULATE(
    SUM('SalesJournal'[Turnover]),
    FILTER(
        ALL('SalesJournal'),
        'SalesJournal'[Customer_ID] IN VALUES('TargetedTurnover'[Customer_ID]) &&
        'SalesJournal'[Date] >= DATE(2023, 8, 1) &&
        'SalesJournal'[Date] <= DATE(2023, 12, 31)
    )
)

If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

[123abc]

its not working , now i going to attached to sample data. please help. Thank Yoy

[Anonymous]

Hi @123abc ,

Refer to:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

Best Regards,

Neeko Tang

[123abc]

Dear Experts,

Below is data link ... please guide. 

https://drive.google.com/file/d/11AeFr96LfLGEIRuAlRY-HxEiTqJSEcKl/view?usp=sharing

please check above link for supporting data.

Try 1 formula:

Turnover Aug-Dec 2023 =

VAR StartDate = DATE(2023, 8, 1)

VAR EndDate = DATE(2023, 12, 31)

VAR CustomerCode = '5 MTO Signed'[NewKey]

RETURN

    SUMX(

        FILTER(

            'Sales Table',

            'Sales Table'[NewKey] = '5 MTO Signed'[NewKey] &&

            'Sales Table'[Invoice Date] >= StartDate &&

            'Sales Table'[Invoice Date] <= EndDate &&

            RELATED('ITEM MASTER'[FG_PRODUCT]) IN {"Ref_D/Cool" , "Deep Freezer", "Split AC"}

        ),

        'Sales Table'[NetSales]

    )

Try 2 Formula:

TargetedTurnover =

CALCULATE(

    SUM('Sales Table'[NetSales]),

    FILTER(

        'Sales Table',

        '5 MTO Signed'[NewKey] = 'Sales Table'[NewKey]

        && 'Sales Table'[Invoice Date] >= DATE(2023, 8, 1)

        && 'Sales Table'[Invoice Date] <= DATE(2023, 12, 31)

        && RELATED('ITEM MASTER'[FG_PRODUCT]) IN {"Ref_D/Cool" , "Deep Freezer", "Split AC"}

    )

)

 I have already used above 2 funcitons but cant sucesseed.