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Settha
Regular Visitor

How to summary sales amount transaction by month to difference table

We have 2 tables data. First table as sales transace and second table as company cost. We want to sum total sale by month in the first and input to additional field in the second table.

1 ACCEPTED SOLUTION
v-cazheng-msft
Community Support
Community Support

Hi @Settha 

 

You may try this Calculated column to summarize sales amount by month to another table.

Sale Total Accumulate =

CALCULATE (

    SUM ( 'Sale FY2022'[Total Sell] ),

    FILTER (

        'Sale FY2022',

        'Sale FY2022'[Expected inv Date] = 'KPW CostFY2022'[Month]

    ),

    TREATAS ( VALUES ( 'KPW CostFY2022'[Month] ), 'Sale FY2022'[Expected inv Date] )

)

 

Result should look like this:

vcazhengmsft_0-1636699101607.png

 

Attached the pbix file as reference.

 

Best Regards,

Community Support Team _ Caiyun

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. If you still have problems on it, please feel free to let us know. Thanks a lot!

 

 

View solution in original post

3 REPLIES 3
v-cazheng-msft
Community Support
Community Support

Hi @Settha 

 

You may try this Calculated column to summarize sales amount by month to another table.

Sale Total Accumulate =

CALCULATE (

    SUM ( 'Sale FY2022'[Total Sell] ),

    FILTER (

        'Sale FY2022',

        'Sale FY2022'[Expected inv Date] = 'KPW CostFY2022'[Month]

    ),

    TREATAS ( VALUES ( 'KPW CostFY2022'[Month] ), 'Sale FY2022'[Expected inv Date] )

)

 

Result should look like this:

vcazhengmsft_0-1636699101607.png

 

Attached the pbix file as reference.

 

Best Regards,

Community Support Team _ Caiyun

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. If you still have problems on it, please feel free to let us know. Thanks a lot!

 

 

Greg_Deckler
Super User
Super User

@Settha Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.


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@Greg_Deckler, Thank you for your responding.

 

Let's me to told you about main problem, I want to compare sale amount and company cost by month. I have data table about sale transaction as "Sale FY2022" but company cost, the accounting department sends total amount to me once a month.

 

My ideal, I create other table for record the company cost by month and I want to sum sale total amount by month and input to this table.

 

I don't sure my I ideal is correct. If you have ideal for compare about sale total amount and company cost please suggest me.

 

Settha_2-1636688964277.png

Settha_3-1636688974094.pngSettha_4-1636689055405.png

 

 

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