Using CALCULATETABLE with GROUP BY and IF

[edwsmeadmin]

So, I have 1 flat file "abc". My business case is, i have to extact 2 table out of "abc".
1st table will be filtered based on "type of trasaction" and "clearance status"
2nd table will be filtered based on same columns but different values. But, this table should aggregate "Amount" if they have same "Transaction ID" and it should keep all the columns and their values that are in parent file "ABC"

Now based on transaction id, IF the aggregated amount in 2ndTable[Amount]>=1stTable[Amount] then it should say "Clear" else "Pending". 

I used CALCUATETABLE and got 1st and 2nd table, but i could get the aggregation in the 2nd table. After that i cant execute the IF function.

Table 1 and Table 2 are connected with "Transaction ID" but there is many to many relationship.

[edwsmeadmin · Accepted solution]

I got it to work.
My first Table Formula: 

S01 = CALCULATETABLE (
    C0N_R0R_104,
    C0N_R0R_104[I0T_N0E] IN { "A0H", "P0C" },
    KEEPFILTERS ( C0R_R0R104[I0T_S0S] IN { "C0R", "B0E" } )

I got it to work.
My first Table Formula: 

F0C = CALCULATETABLE (
    C0N_R0R_104,
    C0N_R0R_104[I0T_N0E] IN { "A0H", "P0C" },
    KEEPFILTERS ( C0R_R0R104[I0T_S0S] IN { "C0R", "B0E" } )

TABLE 2=  

CALCULATETABLE(C0N_R0R_104,C0N_R0R_104[R0T_T0E] = "O0C" && C0N_R0R_104[I0T_S0S] = "C0R" )

SUMMARY = SUMMARIZE(F0C,F0C[LOAN_ID],"A0T",SUM(F0C[I0T]))

Clear/Pending = 

CP = IF(RELATED('F0C G0P'[A0T])>='S01'[I0T],"C0R","P0G")

[v-shex-msft]

Hi @edwsmeadmin,

Can you please share a pbix or some dummy data that keep raw data structure with expected results? It should help us clarify your scenario and test to coding formula.

How to Get Your Question Answered Quickly  

Regards,

Xiaoxin Sheng

[PaulDBrown]

Can you please post some sample data? (Actual sample table, not an image)