Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
9 years ago
Solved

data in two tables

Hi

 

I have two tables containing new sales and service disconnections

 

table 1)

date, sales man, sales amount in euro

 

table 2)

date, sales man, disconnection amount  euro

 

I want to get a graph that shows net amounts (total monthly sales - total monthly disconnections) per month per salesman

 

BR

  • Hi Anonymous,

     

    You should add the month columns in your two tables, and UNION all the rows to one table, calculate the net amounts based on the new table. I try to reproduce your scenario and get expected results as follows.

    First, add month calculated columns in the two table, mark all the disconnection amount negative using the formulas.

     

    month = MONTH(Table7[Date])
    month = MONTH(Table8[Date])
    negative = 0-Table8[disconnection amount]




    Second, union all the rows into one table using the following formula and get the new table shown in screenshot.

    New = UNION(Table7,SELECTCOLUMNS(Table8,"Date",Table8[Date],"salesMan",Table8[sales man],"salesAmount",Table8[negative],"month",Table8[Month]))

     



    Finally, create a measure used to calculate the net amount per month per salesman, and create a clustered chart. In the following screenshot, in each month, you will see different customer’s net amount. The data below the axis show the net amount is negative.

     

    Net amount = CALCULATE(SUM(New[sales amount]),ALLEXCEPT(New,New[month],New[sales man]))

     


    Best Regards,
    Angelia

2 Replies

  • v-huizhn-msft's avatar
    v-huizhn-msft
    Microsoft Employee

    Hi Anonymous,

     

    You should add the month columns in your two tables, and UNION all the rows to one table, calculate the net amounts based on the new table. I try to reproduce your scenario and get expected results as follows.

    First, add month calculated columns in the two table, mark all the disconnection amount negative using the formulas.

     

    month = MONTH(Table7[Date])
    month = MONTH(Table8[Date])
    negative = 0-Table8[disconnection amount]




    Second, union all the rows into one table using the following formula and get the new table shown in screenshot.

    New = UNION(Table7,SELECTCOLUMNS(Table8,"Date",Table8[Date],"salesMan",Table8[sales man],"salesAmount",Table8[negative],"month",Table8[Month]))

     



    Finally, create a measure used to calculate the net amount per month per salesman, and create a clustered chart. In the following screenshot, in each month, you will see different customer’s net amount. The data below the axis show the net amount is negative.

     

    Net amount = CALCULATE(SUM(New[sales amount]),ALLEXCEPT(New,New[month],New[sales man]))

     


    Best Regards,
    Angelia

    • Anonymous's avatar
      Anonymous
      Not applicable

      Angelia

       

      super. thanks for that.