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CrisCros23's avatar
CrisCros23
Frequent Visitor
4 years ago
Solved

Sumif on Text Columns

Hello,

 

I'm trying to vlookup one text column "Conca Partner-Loc" on another text column "Conca Loc-Partner" to retrieve corresponding value "Balance"
See below an example :

 

I want to calculate "Partner balance" column which is simple SUMIF formula in excel (range, Criteria, Sum Range) where Range is "Conca Loc-Partner", Criteria "Conca Partner-Loc" and Sum Range "Balance" 

 

Thank you

Need Help
  • smpa01's avatar
    smpa01
    4 years ago

    CrisCros23  with DAX measures can be achieved two ways (maybe more I am sure of that)

     

    Measure1 =
CALCULATE (
    SUM ( t1[Balance] ),
    TREATAS ( VALUES ( t1[Conca Loc-Partner] ), t1[Conca Partner-Loc] ), ALL(t1)
)
Measure2 =
CALCULATE (
    SUM ( t1[Balance] ),
    FILTER ( ALL ( t1 ), t1[Conca Partner-Loc] = MAX ( t1[Conca Loc-Partner] ) )
)

     

    with PQ you need to self join the table on t1[Conca Loc-Partner] to t1[Conca Partner-Loc]

     

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45W8ixJzKlU0lFyTy3KTcwDsQwNDJRidaKRRIILEjPzgLQRVAbGh+k1BonHAgA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [C1 = _t, C2 = _t, Value = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"C1", type text}, {"C2", type text}, {"Value", Int64.Type}}),
    #"Merged Queries" = Table.NestedJoin(#"Changed Type", {"C1"}, #"Changed Type", {"C2"}, "Changed Type", JoinKind.LeftOuter),
    #"Expanded Changed Type" = Table.ExpandTableColumn(#"Merged Queries", "Changed Type", {"Value"}, {"Value.1"})
in
    #"Expanded Changed Type"

     

    pbix is attached

     

2 Replies

  • smpa01's avatar
    smpa01
    Community Champion
    4 years ago

    CrisCros23  with DAX measures can be achieved two ways (maybe more I am sure of that)

     

    Measure1 =
CALCULATE (
    SUM ( t1[Balance] ),
    TREATAS ( VALUES ( t1[Conca Loc-Partner] ), t1[Conca Partner-Loc] ), ALL(t1)
)
Measure2 =
CALCULATE (
    SUM ( t1[Balance] ),
    FILTER ( ALL ( t1 ), t1[Conca Partner-Loc] = MAX ( t1[Conca Loc-Partner] ) )
)

     

    with PQ you need to self join the table on t1[Conca Loc-Partner] to t1[Conca Partner-Loc]

     

    let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45W8ixJzKlU0lFyTy3KTcwDsQwNDJRidaKRRIILEjPzgLQRVAbGh+k1BonHAgA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [C1 = _t, C2 = _t, Value = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"C1", type text}, {"C2", type text}, {"Value", Int64.Type}}),
    #"Merged Queries" = Table.NestedJoin(#"Changed Type", {"C1"}, #"Changed Type", {"C2"}, "Changed Type", JoinKind.LeftOuter),
    #"Expanded Changed Type" = Table.ExpandTableColumn(#"Merged Queries", "Changed Type", {"Value"}, {"Value.1"})
in
    #"Expanded Changed Type"

     

    pbix is attached