Summary Table

[Anonymous]

Hi

I've the following table. I'm trying to get a summary of this table where i get things grouped by Doc# and to sum the income next to each Doc#

Doc#	Income	Person
902	$900.00	S
874	$3,900.00	D
874	$12,310.00	D
778	$480.00	D
778	$5,000.00	D
788	$16,000.00	D
778	$3,000.00	D
666	$2,500.00	R
724	$850.00	B

I wish the output to be:

Doc	Income	Person
902	$900.00	S
874	$16,210.00	D
778	$24,480.00	D
666	$2,500.00	R
724	$850.00	B

I tried to do summarize table or summarizecolumns but I was not ablve to achieve what I want.

[v-xiaotang · Accepted solution]

Hi @Anonymous 

Thanks for reaching out to us.

please try this dax code,

new table = SUMMARIZE('Table','Table'[Doc#],'Table'[Person],"sum",SUMX('Table','Table'[Income]))

Best Regards,

Community Support Team _Tang

If this post helps, please consider Accept it as the solution to help the other members find it more quickly.

[Ashish_Mathur]

Hi,

To your visual, drag Doc# and Person and write this measure

Total = sum(Data[Income])

Hope this helps.

[vanessafvg]

is your income a text field data type or a decimal data type?

[Anonymous]

Decimal

[vanessafvg]

are you able to share your file?

firstly what is the purpose of what you are doing, would a matrix visual work?

are are you specifically trying to get a summarised calculated table?