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plunkett40's avatar
plunkett40
New Member
1 year ago
Solved

Sum with multiple variables

I need some help being able to SUM this data Account Payable raw data in which has Invoice #, Inv Amount, GL Acct, Line Amount, Reviewer Group and OPS Center.  I always want to see how much cost by A...
Need Help
  • BIDataRef's avatar
    BIDataRef
    1 year ago

    Hi plunkett40 

     

    1. User Matrix visual, then use Pay Type(1st level), Ops Center(2nd level) in the rows, Inv. Date(or which ever date column deem necessary) in the Columns(select appropriate level of hierarchy - Year, Quarter, Month,Date), Inv. Amount as Values ( Aggregation - Sum). This will give you an output looking like the below - 

     

    2. If you need any specific summarized value, you can use the calculation as mentioned by hnguy71 .

     

    If I have solved your problem, mark my post as solution and give kudos 👍!!

    Have a great day!

     

    Thanks

     

hnguy71's avatar
hnguy71
Super User
1 year ago

Hi plunkett40 ,

It should just be the sum of your invoice or line item amount. If you only wanted to return the Accounts Payable value, your measure should look something similar to this:

AP.Total = CALCULATE(SUM(YOUR_FACT_TABLE[Inv Amount]), YOUR_FACT_TABLE[Pay Type] = "AP Payable")

 

Then you would plug that into a visual along with the "Ops Center" column and you should be able to see the required breakdown.