Summarise table with condition

[JarnoVisser]

Hello

I have a transaction table with the following data:

Transaction date	Amount	Urgency	Customer
1-1-2017	50	high	a
30-5-2017	100	medium	a
30-9-2017	30	low	a
1-1-2018	45	medium	a
20-2-2018	55	low	a

I want to summarise the data per year per urgency. Besides that each customer should be allocated to the transaction with the highest urgency within a year.

So finally I need to have:

	2017	2018
High	180	0
Medium	0	100
Low	0	0

I would appreciate your help!

Regards,

Jarno

[LivioLanzo]

Hi @JarnoVisser

try like this:

Measure =
IF (
    HASONEVALUE ( Urgencies[Urgency] ),
    SUMX (
        VALUES ( 'Calendar'[Year] ),
        SUMX (
            VALUES ( Customers[Customer] ),
            IF (
                CALCULATE (
                    MAX ( Data[Urgency ID] ),
                    ALL ( Urgencies )
                ) = SELECTEDVALUE ( Urgencies[Urgency ID] ),
                CALCULATE (
                    SUM ( Data[Amount] ),
                    ALL ( Urgencies )
                ),
                0
            )
        )
    )
)

[v-yulgu-msft]

Hi @JarnoVisser,

Add calculated columns:

Rank =
IF ( Table2[Urgency] = "High", 1, IF ( Table2[Urgency] = "medium", 2, 3 ) )

Sum amount =
IF (
    Table2[Rank]
        = CALCULATE (
            MIN ( Table2[Rank] ),
            ALLEXCEPT ( Table2, Table2[Transaction date].[Year] )
        ),
    CALCULATE (
        SUM ( Table2[Amount] ),
        ALLEXCEPT ( Table2, Table2[Transaction date].[Year] )
    ),
    0
)

Use a Matrix to display data.

Best regards,

Yuliana Gu

[JarnoVisser]

Hi Yuliana,

Thank you for your reply!

It works fine for only one customer. But in my real data I have multiple customers like:

Transaction date	Amount	Urgency	Customer
1-1-2017	50	high	a
30-5-2017	100	medium	a
30-9-2017	30	low	a
1-1-2018	45	medium	a
20-2-2018	55	low	a
1-1-2017	50	low	b
30-5-2017	100	low	b
30-9-2017	30	low	b
1-1-2018	45	medium	b
20-2-2018	55	high	b

And with multiple customers it gives no amount for par example customer b in 2017. Do you have a solution for that?

Thanks in advance!

Kind regards,

Jarno

[AkhilAshok · Accepted solution]

If you follow the Star Schema approach which LivioLanzo showed, then you can also use the below Calculated column HighestUrgencyID in Data table, and create a relationship between Urgency[UrgencyID] & Data[HighestUrgencyID]. This way your measure will be just SUM(Data[Amount]).

HighestUrgencyID =
VAR TransactionYear =
    RELATED ( 'Calendar'[Year] )
VAR CurrentCustomer = 'Data'[Customer]
RETURN
    CALCULATE (
        MAX ( 'Data'[UrgencyID] ),
        FILTER (
            'Data',
            'Data'[Customer] = CurrentCustomer
                && RELATED ( 'Calendar'[Year] ) = TransactionYear
        )
    )

[JarnoVisser]

Thank you all! The most easy one even to verify is the solution of Akhil. The syntax of his solution should only be written as follows:

HighestUrgencyID =
VAR TransactionYear = RELATED ( 'Calendar'[Year] )
VAR CurrentCustomer = RELATED ('Dim'[Customer]
RETURN
    CALCULATE (
        MIN ( 'Data'[UrgencyID] ),
        FILTER (
            'Data',
            'Data'[Customer] = CurrentCustomer
                && 'Data'[Year] ) = TransactionYear
        )
    )