Forum Discussion

homboy27's avatar
homboy27
Helper III
1 year ago
Solved

sumif not working

Hello - I would like to add in a sumifs type of formula in Table B. I would like to add in sales by total client and by date from Table A in Table B. What is the formula I can use for that?

 

 

8 Replies

  • You don't really need to do that - the Power BI visuals will do the grouping for you.

     

    But if you must = in Power Query there is Table.Group()

    • homboy27's avatar
      homboy27
      Helper III

      I have 2 queries. I need to add in the sumifs formula so it comes through in the Table 2 (2nd query)

      • lbendlin's avatar
        lbendlin
        Super User

        Join the tables in the data model. Let the data model do the work for you.

  • I dont need to join the tabes. I just need help with the sumifs formula. 

    • lbendlin's avatar
      lbendlin
      Super User

      I hope someone else can help you further with that.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi homboy27 ,
    Thank you for reaching out to us on Microsoft Fabric Community Forum!

    Try using below DAX:

    SalesByClientAndDate =
    CALCULATE(
    SUM(TableA[SalesAmount]), -- Replace with the actual column
    TableA[Client] = TableB[Client],
    TableA[Date] = TableB[Date] 
    )

    Please refer the solved links below:
    Solved: Sumifs in power bi - Microsoft Fabric Community
    Solved: Power BI formule Sumifs - Microsoft Fabric Community

    Hope this helps.If so, consider accept it as solution.
    • homboy27's avatar
      homboy27
      Helper III

      That does not work, any other solutions?

  • I assume you are looking for a solution in Power Query, applying the transformation before you load the tables into your model.

     

    Table A (same as provided in snip)

    ClientDateSales
    Client a3/8/202520
    Client a3/8/202540
    Client a4/5/202524
    Client a4/12/202535
    Client b3/8/202522
    Client b4/5/202550

     

    Table B (same as provided, plus a client/date, [client c, 3/8/2025], that does not exist in Table A to show how that scenario is handled)

    ClientDate
    Client a3/8/2025
    Client a4/5/2025
    Client a4/12/2025
    Client b3/8/2025
    Client b4/5/2025
    Client c3/8/2025

     

    The following two steps (MergeTableA, SumTableASales) pasted into advanced editor will get what you want:

     

    let
    
        <...>
    
        PreviousStep = <...>,
    
        MergeTableA = 
        Table.NestedJoin(
            PreviousStep, {"Client", "Date"}, //change "PreviousStep" to actual step name before this
            #"Table A", {"Client", "Date"}, 
            "Sales", JoinKind.LeftOuter
        ),
        
        SumTableASales = 
        Table.TransformColumns( 
            MergeTableA, 
            { "Sales", each List.Sum( [Sales] )??0, type number } 
        )
    
    in
        SumTableASales

     

    Output: