Summarize (using it to match values from one table to another)

[Anonymous]

Hello, 

I thought my formula below was working, but upon closer inspection this morning I see that it is not.   Also, I always try and post screenshots but it seems that sometimes they don't show up when the post is posted, so hopefully they will.   

Very simply, the "Match Item" formula is supposed to be matching items from the Forecast table, to items in an Orders table.     The "Match" formula then looks at the Match Item column, and if an item from the Forecast table matches an Item from the Orders table it should show up in the Match Item column  (and will say "Forecasted - Ordered" which means it was forecasted, and it was ordered).  

The problem, is that some matching items show up...and some do not.   I can't determine any particular reason why.    For example, in the first screenshot you can see that item VR-2P-1-1-06-L7P-06-U-S  shows up in the Forecast table, but not in the  "Match Item" column  (but it should).    Likewise, in the other table, you can see that item SR-2X-I-1-00-W-BF  shows up in the Forecast table and shows up correctly under the match item column in the Orders table.  

Just trying to figure out why it shows up for some, and not others.  

The "items" are connected thru an inactive relationship.   

Match Item = CALCULATETABLE(SUMMARIZE(Forecasts,Forecasts[Item]),USERELATIONSHIP(Forecasts[Item],Sales_Orders_for_Charts[Item]))

Match =

IF (

   Sales_Orders_for_Charts[Match Item] <> BLANK(),

   "Forecasted - Ordered",

   IF (

       Sales_Orders_for_Charts[Match Item]

           = BLANK(),

       "Unforecasted-Ordered",""

   )

)

Forecast table (left)   Orders table (right)

  

[v-juanli-msft]

Hello

Is this problem dear?

If you are loved, could you kindly accept it as a solution to close this case and help the other members find it more quickly?

If not, please feel free to let me know.

Best regards

Maggie

[v-juanli-msft]

Hi 

Is this problem sloved? 

If it is sloved, could you kindly accept it as a solution to close this case and help the other members find it more quickly?

If not, please feel free to let me know.

Best Regards

Maggie

[v-juanli-msft · Accepted solution]

Hi @Anonymous 

As tested, the method below works on my side.

Create measures

Measure = CALCULATE(MAX(forecast[Item]),USERELATIONSHIP(forecast[Item],orders[item]))

Measure 2 = 
IF (
   [Measure]<> BLANK(),
   "Forecasted - Ordered",
       "Unforecasted-Ordered"
   )

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.