Forum Discussion
column value in master table to be updated based on conditional sumx value in related table
I HAVE 2 TABLES
ORDER MASTER
| ORDER_NUMBER | CUSTOMER |
| 101/2020 | GABRIEL |
| 120/2020 | ADRIEN |
| 124/2020 | DIANA |
ORDER DETAILS
| ORDER_NUMBER | CUSTOMER | ITEM_ID | ORDER QTY | SHIPPED QTY | BALANCE QTY |
| 101/2020 | GABRIEL | 12345 | 100 | 100 | |
| 120/2020 | ADRIEN | 45678 | 100 | 40 | 60 |
| 120/2020 | ADRIEN | 87654 | 60 | 60 | 0 |
| 124/2020 | DIANA | 97654 | 200 | 200 |
PROBLEM :
I NEED TO DERIVE "SHIPMENT STATUS" FOR THE ORDER NUMBER AND UPDATE IN SHIPMENT STATUS COLUMN IN MASTER TABLE BASED ON FOLL. CONDITIONS -
IF ALL ITEMS IN THE ORDER ARE FULLY SHIPPED, SHIPMENT STATUS ="SHIPPED"
IF SOME ITEMS ARE SHIPPED AND THERE IS BALANCE OF OTHERS, SHIPMENT STATUS="PARTIALLY SHIPPED"
IF NO SHIPMENT HAS BEEN MADE AND FULL ORDER QTY IS PENDING, SHIPMENT STATUS="PENDING"
5 Replies
- amitchandak
Super User
You can create a new column in order master like this
Balance = sumx(filter(ORDERDETAILS,ORDERDETAILS[ORDER_NUMBER]=ORDERMASTER[ORDER_NUMBER]),ORDERDETAILS[ORDER QTY]-ORDERDETAILS[SHIPPED QTY])
Now you can use Switch true or If to create the status column
- GVTionale
Helper II
Dear Amit
Thanks for your response.
is it possible to have only the Shipment Status column in the Master and update using a single If and filter dax mentioned by you, instead of one more column with balance qty?
regards
- v-chuncz-msft
Community Support
You may refer to the DAX below.
Column = SWITCH ( TRUE (), ISEMPTY ( FILTER ( RELATEDTABLE ( DETAILS ), DETAILS[BALANCE QTY] > 0 ) ), "SHIPPED", ISEMPTY ( FILTER ( RELATEDTABLE ( DETAILS ), DETAILS[SHIPPED QTY] > 0 ) ), "PENDING", "PARTIALLY SHIPPED" )
- GVTionale
Helper II
Hi
i have already created a column in my details to calculate the balance qty.
what i need now is the summed up result to reflect the position at document level to update the status in the master.
if can get the status of partial shipment vs fully shipped as well it will be great (if shipped qty>0 and pending qty>0 it will be partially shipped)
regards