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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Syntax for RELATEDTABLE to combine different tables

Hi All, I have two Tables as Client Table and Transaction Table.  I want to create a new table using the columns from both the tables and then use SUMMARIZE function to achieve my requirement. I h...
Need Help
  • parry2k's avatar
    parry2k
    4 years ago

    Anonymous try this:

     

    SUMMARIZE(

FILTER(
'Transaction', 
'Transaction'[Is Test Order] = False && 
'Source System'[Name] = "Professional" &&
'Client'[Is Demo] = False &&
'Client'[Is Client Test Mode] = False &&
'Transaction Date'[Year] <> BLANK()
),
Client[Vertical],
Client[Client Id],
Client[Client Name],
'Transaction'[Transaction Year],
"Measure1" , [Measure1] , "Measure2",[Measure2])

     

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parry2k's avatar
parry2k
Super User
4 years ago

Anonymous I think you need this if you want data for each  year of the client:

 

New Table = 
SUMMARIZE(
FILTER('Transaction',[Is Demo] = False),
Client[Vertical],
Client[Client Id],
Client[Client Name],
'Transaction'[TYear],
"Measure1",[Measure1],
"Measure2",[Measure2])
)

 

✨ Follow us on LinkedIn

 

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

⚡ Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡

  • Anonymous's avatar
    Anonymous
    Not applicable
    4 years ago

    Hi parry2k ,
    Thanks for replying.
    Apologies I did not mention it earlier but I do have other filters as well in my DAX as below:

    SUMMARIZE(
    FILTER('Source System',[Name] = "Professional"),
    FILTER('Client',[Is Demo] = False && [Is Client Test Mode] = False),
    FILTER('Transaction', [Is Test Order] = False),
    FILTER('Transaction Date',[Year] <> BLANK()),
    Client[Vertical],
    Client[Client Id],
    Client[Client Name],
    'Transaction'[Transaction Year],
    "Measure1" , [Measure1] , "Measure2",[Measure2])

    This gives me an error saying: "Function SUMMARIZE expects a column name as argument number 2."