creating an aggregated table

[Anonymous]

Hi all, I have a table that I want to create an aggregate table based off of. A customer can have multiple customer IDs. I want the desired table to contain all the distinct IDs - no repeats. And revenue in the new table should be the sum of the revenue from the ids (for Harvard, 150+200). Anyone know how to do this?

Current table

Customer ID	Customer	Revenue	Region
1	Stanford U	100	US-West
2	Stanford U	50	US-West
3	Harvard U	150	US-East
3	Harvard U	200	US-East

Desired Table

Customer ID	Customer	Total Revenue	Region
1	Stanford U	100	US-West
2	Stanford U	50	US-West
3	Harvard U	350	US-East

[mahoneypat · Accepted solution]

At least two ways to do this.  

1.  Recommended Way - do it in Power Query.  Group By multiple columns (ID, Customer, and Region) and do a sum on the Revenue column.  This will make it so you only have to load one table into your data model.

2. Do it with a DAX table.  With this approach, you'll end up with two tables in your data model.  You can ignore the primary table in your analysis, but it will take up filespace.  Click on New Table on the Modelling tab and enter this expression

SummaryTable = ADDCOLUMNS(SUMMARIZE(Table, Table[ID], Table[Customer], Table[Region]), "Revenue", Calculate(Sum(Table[Revenue]))) //replace Table with your actual table name

If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat

[MarcoPessina · Accepted solution]

Hi @Anonymous,

you can try this:

Table2 = SUMMARIZECOLUMNS (
    Table1[Customer ID],Table1[Customer],Table1[Region],"Total Revenue", SUMX ( Table1,Table1[Revenue]))

It could be more efficient than using SUMMARIZE according to sqlbi:
https://www.sqlbi.com/articles/introducing-summarizecolumns/ 

Hope it helps.

Cheers,

Marco

[v-xicai · Accepted solution]

Hi @Anonymous ,

You may create calculated table like DAX below.

Desired Table = SUMMARIZE(Table1,Table1[Customer ID],Table1[Customer],Table1[Region],"Total Revenue", SUM(Table1[Revenue]))

Best Regards,

Amy 

Community Support Team _ Amy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[MarcoPessina · Accepted solution]

Hi @Anonymous,

you can try this:

Table2 = SUMMARIZECOLUMNS (
    Table1[Customer ID],Table1[Customer],Table1[Region],"Total Revenue", SUMX ( Table1,Table1[Revenue]))

It could be more efficient than using SUMMARIZE according to sqlbi:
https://www.sqlbi.com/articles/introducing-summarizecolumns/ 

Hope it helps.

Cheers,

Marco

[mahoneypat · Accepted solution]

At least two ways to do this.  

1.  Recommended Way - do it in Power Query.  Group By multiple columns (ID, Customer, and Region) and do a sum on the Revenue column.  This will make it so you only have to load one table into your data model.

2. Do it with a DAX table.  With this approach, you'll end up with two tables in your data model.  You can ignore the primary table in your analysis, but it will take up filespace.  Click on New Table on the Modelling tab and enter this expression

SummaryTable = ADDCOLUMNS(SUMMARIZE(Table, Table[ID], Table[Customer], Table[Region]), "Revenue", Calculate(Sum(Table[Revenue]))) //replace Table with your actual table name

If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat