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Tripb44
Helper II
Helper II

Summarize multiple columns by group into one column from sales fact table

I am needing to summarize three columns into one as shown below.  What would be the best way to do this.  All three columns are in a sales fact table.

Tripb44_0-1616463521595.png

 

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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5 REPLIES 5
Ashish_Mathur
Super User
Super User

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi this worked perfect for the initial task.  Question, I am trying to add a date field to group by YearMonth.  All seems to work as expected in the first screenshot below, however, when moving on to the next applied step I encounter all null date values.  Is there a workaround to this?  Thanks again for the great response!


Tripb44_0-1623166902373.png


Tripb44_1-1623166975498.png

 

 

Hi,

The picture is way too small.  I cannot understand anything.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
amitchandak
Super User
Super User

@Tripb44 , Create a common Rep table  and join with three rep column, active join with rep and inactive join with other two and only join in visual using userelationship in measure

 

a new measure =

calculate(sum(Table[rep1$])) +
calculate(sum(Table[rep2]), userelationship(rep[rep], table[Rep2$])) +
calculate(sum(Table[rep3]), userelationship(rep[rep], table[Rep3$]))

 

userelationship -

https://radacad.com/userelationship-or-role-playing-dimension-dealing-with-inactive-relationships-in...

 

common table - https://www.youtube.com/watch?v=Bkf35Roman8

 

Or create new Table

Union(
selectcolumns(Table, "Rep1", Table[rep1], "rep$",Table[rep1$]),
selectcolumns(Table, "Rep1", Table[rep2], "rep$",Table[rep1$]),
selectcolumns(Table, "Rep1", Table[rep3], "rep$",Table[rep1$])
)

 

 

Or create new Table
Union(
summarize(Table, Table[rep1], "rep$",sum(Table[rep1$])),
summarize(Table, Table[rep2], "rep$",sum(Table[rep1$])),
summarize(Table, Table[rep3], "rep$",sum(Table[rep1$]))
)

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For the union, if I need to add the order date as well how would that look for the dax?

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