Sum values in a table based on criteria in a table not directly related

[Joe_U]

This should be simple, but I'm having a mental block.  I want to sum sales in the transaction table where the COUNT_ME field in the billing_Data table is equal to "Y"  .  Both tables have the CLIENT_ID and DATE field, but aren't directly joined.

Thanks in advance for any help.

[Joe_U]

Thank you for the quick response!  

I've been playing with your suggestion for the past hour plus and the result is still the entire sum of sales, not the filtered subset of sales.   I an only looking to sum sales in the transaction table where the coresponding records from the Billing_Data table based on DATE and Client_ID where COUNT_ME = "Y"

I'm not sure why I can't figure this out, it should be easy!

Any other suggestions are greatly appreciated.

Thank you

[v-rzhou-msft]

Hi @Joe_U ,

Here I create a sample to have a test.

Billing_Data:

Transactions:

Data model:

Measure:

Sum Sales of Y =
VAR _ADD =
    ADDCOLUMNS (
        Transactions,
        "Count_Me",
            CALCULATE (
                MAX ( Billing_Data[COUNT_ME] ),
                FILTER (
                    Billing_Data,
                    Billing_Data[CLIENT_ID] = EARLIER ( [CLIENT_ID] )
                        && Billing_Data[DATE] = EARLIER ( [DATE] )
                )
            )
    )
RETURN
    SUMX ( FILTER ( _ADD, [Count_Me] = "Y" ), [Sales] )

Result is as below.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Joe_U]

Thanks Rico, giving a try now!

[vicky_]

try something like:

Measure = 
var clientsFiltered = SELECTCOLUMNS(FILTER(Billing_data, Billing_data[COUNT_ME] = "Y"), "ClientID", Billing_data[Client_ID])

var transactions = CALCULATE(COUNT(Transactions[Client_ID]), TREATAS(clientsFiltered, Transactions[Client_ID]))

return transactions