Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

aggregation

Hi All,   I have a position table, in this position table   i have created two new columns as col_act (dax as related(acct_num)) and Col_111(dax as related(port_num)) .. i was able to get correct r...
Need Help
lc_finance's avatar
lc_finance
Solution Sage
6 years ago

Hi Anonymous ,

 

 

can you share a sample Power BI file?

You can share it via via DropBox, One Drive, Drive or other similar tool.

 

Also an example of the table you want to have

 

Best regards

 

LC

Anonymous's avatar
Anonymous
Not applicable
6 years ago

i m working in high secured place .. so i cannot give u the file .. 

 

i want aggegation of market vakues by fileds which are from differnet tables 

 

suppose , i have 3 tables .. table1 has acct_num , table2 has port_num and table 3 has market_value. now in dax, i need write a expression to aggegate the market_value group by acct_num,port_num

  • lc_finance's avatar
    lc_finance
    Solution Sage
    6 years ago

    Hi Anonymous ,

     

     

    if you create a connection between the 3 tables, then you can visualize market_value by acct_num,port_num even without DAX.

    Or you already have a connection between the tables?

     

    Luca

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Already three tables have relationship between them . i looking for dax.. so how can we do aggregation from differnt tables.

       

      i have already created columns using related function to pull these two fields in position table. 

       

      Below is the dax i have written .. plz correct me if i m worng 

      CALCULATE(sum(POSITIONS[MARKET_VALUE_TRADE_DATE_BASE]),ALLEXCEPT(POSITIONS,POSITIONS[Col_11],POSITIONS[Col_22]))

       

      • lc_finance's avatar
        lc_finance
        Solution Sage
        6 years ago

        Hi Anonymous ,

         

        Your formula below will sum up the column 'MARKET_VALUE_TRADE_DATE_BASE', for all rows of the POSITIONS table with the exception of filters that might be on Col_11 or Col_22.

        Is this what you are trying to do?

         

        Definitely seeing your PBI file would help.. maybe you could replace Customer names with codes? or change the amounts? so it becomes less confidential

         

        Best of luck,

         

        LC