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JarnoVisser's avatar
JarnoVisser
Helper I
7 years ago
Solved

Summarise table with condition

Hello

 

I have a transaction table with the following data:

 

Transaction dateAmountUrgencyCustomer
1-1-201750higha
30-5-2017100mediuma
30-9-201730lowa
1-1-201845mediuma
20-2-201855lowa

 

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:

 

 20172018
High1800
Medium0100
Low00

 

I would appreciate your help!

Regards,

Jarno

Need Help
  • AkhilAshok's avatar
    AkhilAshok
    7 years ago

    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
        )
    )

5 Replies

  • LivioLanzo's avatar
    LivioLanzo
    Solution Sage
    7 years ago

    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's avatar
    v-yulgu-msft
    Microsoft Employee
    7 years ago

    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's avatar
      JarnoVisser
      Helper I
      7 years ago

      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 dateAmountUrgencyCustomer
      1-1-201750higha
      30-5-2017100mediuma
      30-9-201730lowa
      1-1-201845mediuma
      20-2-201855lowa
      1-1-201750lowb
      30-5-2017100lowb
      30-9-201730lowb
      1-1-201845mediumb
      20-2-201855highb

       

      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's avatar
        AkhilAshok
        Solution Sage
        7 years ago

        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
        )
    )