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zguan0923's avatar
zguan0923
Frequent Visitor
9 years ago

sumif and filter on two different tables

Hello!   I am new to Power BI and would really appreciate you help on the following question:   I have two tables: Registration Status (Approved, Declined, In Process), and Pipeline (Projected Sa...
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ceebu's avatar
ceebu
Icon for Advocate I rankAdvocate I
9 years ago

WHen I tried using the same data, PowerBI automatically detected the relationships between these two tables.  The resulting table provides what you want (right hand side)

 

 

  • zguan0923's avatar
    zguan0923
    Frequent Visitor
    9 years ago

    Thank you Ceebu. I realized what the problem was. The amount field wasn't a direct value in the pipeline table, but a key measure based on a calculation of two fields in the pipeline table. It seems I can't manage the relationships between Registration Table and Key Measures, and when I try to drag amount to different registration status, the amount shows as a lump sum value of all the registration status rather than individual break down of each status. 

     

    What should I do in this case?  Thank you!

    • ceebu's avatar
      ceebu
      Icon for Advocate I rankAdvocate I
      9 years ago

      I am not able to understand the requirement clearly - If you could securely share the sample data, I can try to find a way.

      • zguan0923's avatar
        zguan0923
        Frequent Visitor
        9 years ago

        Hi Ceebu!

         

        Thank you. I managed to solve the problem on linking the data thanks to you suggestion. 

         

        I have a follow up question: now that I have created a calculated field of registration count for each of the status under registration status field (approved, declined, in process). I would like to add a  "submitted" status to my table, which is the sum of current 3 status. I was wondering what would be the best approach to do this?

         

        Thanks!