Power BI is turning 10, and we’re marking the occasion with a special community challenge. Use your creativity to tell a story, uncover trends, or highlight something unexpected.
Get startedJoin us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.
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 have tried creating the below DAX:
How can I correct my DAX to achieve this requirement?
Solved! Go to Solution.
@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])
✨ 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.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
@Anonymous Well you have to check if filtering on all these conditions return any row, I cannot tell that.
✨ 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.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Hi @parry2k ,
Thanks a lot for your help and time.
I have one more question here what if I need to get Transaction Date [Year] instead of Transaction [Year]. The Transaction Date table has no relation with Client Table but Transaction to Transaction Date relationship is Many to One.
How can I make the below query working?
@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])
✨ 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.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Hi @parry2k,
I have tried in that way, but for some reason, there are no values in the table now.
@Anonymous wwhat is the relationship between all these tables?
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
Hi @parry2k ,
Relationships amongst these tables:
Transaction to Source System (Many to One),
Transaction to Client (Many to One) (Cross Filter= Both),
Transaction to Transaction Date (Many to One)
@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.⚡
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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:
@Anonymous I believe Transaction table is on the many side of the relationship and if that is the case then you cannot use RELATED
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
67 | |
61 | |
52 | |
36 | |
35 |
User | Count |
---|---|
84 | |
74 | |
56 | |
45 | |
44 |