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2NV_DB's avatar
2NV_DB
Frequent Visitor
2 years ago
Solved

Sum column only if value in another column does not equal x

Hello all,

 

I have the following scenario and I'm stumped on how to tackle it.

 

I have two tables like so:

 

I would like to sum the Sales column in Table2, only if the Percentage in Table 1 is not equal to 123 for the same Customer Number and Category.

 

Is this possible? I've considered merging my queries but I'm not sure how to develop a measure to sum accross columns.

 

Cheers,

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi 2NV_DB ,

    Please try below steps:

    1. merge Table1 and Table2 in Power Query

    let
        Source = Table.NestedJoin(Table2, {"Customer Number"}, Table1, {"Customer Number"}, "Table1", JoinKind.Inner),
        #"Expanded Table1" = Table.ExpandTableColumn(Source, "Table1", {"Customer Number", "Category", "Percentage"}, {"Table1.Customer Number", "Table1.Category", "Table1.Percentage"})
    in
        #"Expanded Table1"

    2. create a measure with below dax formula

    Conditional Sales Sum = 
        CALCULATE(
            SUM(Table3[Sales]),
            FILTER(
                Table3,
                Table3[Table1.Percentage] <> 123 
            )
        )

    3. add a card visual with measure

    Please refer the attached .pbix file.

     

    Best regards,
    Community Support Team_Binbin Yu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi 2NV_DB ,

    Please try below steps:

    1. merge Table1 and Table2 in Power Query

    let
        Source = Table.NestedJoin(Table2, {"Customer Number"}, Table1, {"Customer Number"}, "Table1", JoinKind.Inner),
        #"Expanded Table1" = Table.ExpandTableColumn(Source, "Table1", {"Customer Number", "Category", "Percentage"}, {"Table1.Customer Number", "Table1.Category", "Table1.Percentage"})
    in
        #"Expanded Table1"

    2. create a measure with below dax formula

    Conditional Sales Sum = 
        CALCULATE(
            SUM(Table3[Sales]),
            FILTER(
                Table3,
                Table3[Table1.Percentage] <> 123 
            )
        )

    3. add a card visual with measure

    Please refer the attached .pbix file.

     

    Best regards,
    Community Support Team_Binbin Yu
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.