Summarize three table fields in one table

[ask4atish]

Hi,

I want to create a table visual where data is coming from three different tables which are linked with each other on a key. 

Table 1:

Sourceno	amount
A1	12
A2	85
A3	61
A4	92
A5	11
B1	65
B2	25
B3	71
B4	31
B5	15

Table 2:

Sourceno	customername
A1	A
A2	B
A3	C
A4	D
A5	E

Table 3

Sourceno	vendor
B1	V1
B2	V2
B3	V3
B4	V4
B5	V5

Expected output should be like mentioned below:

Amount	customer/vendor
12	A
85	B
61	C
92	D
11	E
65	V1
25	V2
71	V3
31	V4
15	V5

Please help me in achieving the desired output.

[v-gizhi-msft]

Hi,

Please try to create a calculated table as below:

Table =
UNION (
    SELECTCOLUMNS (
        'Table 2',
        "customer/vendor", 'Table 2'[customername],
        "Amount", RELATED ( 'Table 1'[amount] )
    ),
    SELECTCOLUMNS (
        'Table 3',
        "customer/vendor", 'Table 3'[vendor],
        "Amount", RELATED ( 'Table 1'[amount] )
    )
)

The result shows:

Here is my test pbix file:

pbix 

Hope this helps.

Best Regards,

Giotto

[karun_r]

As suggested by the other poster, you can append both Table2 and Table3 into one single "dimension" table and establish a 1:N relationship between the appended table and the "fact" table which has got the Amount

Then you can use RELATED() function with ISBLANK() to create a calculated column that will check if the source has a corresponding customer and if it doesn't it will pull up vendor. So we are looking at two RELATED() calls.

Keep in mind that you can do this operation without appending the tables and it would work just fine. But probably the real question would be how many rows are we looking at here in the "fact" table with "Amount" column. It might not be a good idea to create a calculated column there, especially with two RELATED() calls.

[ask4atish]

Hi @karun_r ,

Rows are in millions. As suggested by you, this will not be a good idea to create a calculated column there, especially with two RELATED() calls.

[karun_r]

Is it possible to do the operation equivalent to RELATED during your query pull ? If your fact table has millions of rows, what is the source from which you are pulling it from ? If it's a SQL Server or any relational DB, it might be wise to do the operation there instead of thinking of ways to do in DAX. However, please let us know if you find any suitable solution for this without RELATED()

[ask4atish]

@karun_r My data source is MS SQL. I will now perform the operation in SQL

[vivran22]

Hello @ask4atish ,

You may use Power Query for getting the desired output:

• Merge Table 1 with Table 2 on Source no. and extract Customer Name

• Merge the result table above with Table 3 on Source no. and extract Vendor

• Comine the two columns table2.CustomerName and table3.Vendor

• Remove SourceNo column

You may find sample pbix file here

Cheers!
Vivek

If it helps, please mark it as a solution
Kudos would be a cherry on the top 🙂

https://www.vivran.in/

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[ask4atish]

Hi @vivran22 ,

This i snot working in my case. Related function is not picking the tables to choose from. My tables are linked with 1:N and yours are 1:1.

[Mariusz]

Hi @ask4atish 

You can append Table 2 and Table 3 in Power Query, but before you will need to rename both customer and vendor columns to  customer-vendor

Or use Union Dax Function

Best Regards,
Mariusz

If this post helps, then please consider Accepting it as the solution.

Please feel free to connect with me.
LinkedIn

[ask4atish]

Hi @Mariusz ,

I followed the steps provided by you. However, now amount field is showing blank or 0 whenever I perform sum on this.