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kpangelinan
Helper I
Helper I

Calculate SUM and apply a filter

I have a column of Revenue which I would like to calculate the sum for specific products, but do not know how to apply the filter for a product when calculating in a new measure. 

If I can create a measure to calculate the revenue, then I should be able to calculate it against our revenue goal for each Product to see % of respective goals.

Please help. Thanks!

 

Example Data:

Opportunity Record TypeRevenue
Product A3689.96
Product B1590.5
Product C381.72
Product A31.81
Product A2226.7
2 ACCEPTED SOLUTIONS
igor
Frequent Visitor

@kpangelinan  

If the columns are in separate tables, you must relate them to get the expected result.

By doing this you simply add them into a table view that the total of each product will appear instantly.

View solution in original post

v-huizhn-msft
Employee
Employee

Hi @kpangelinan,

In your resource table, the revenue is located another table? If it is, please create a relationship between the two tables. Then create a calculated column like the formula below.

 

revenue=SUM(RELATED(Table2[revenue]))


For your given table, there are different revenue values for same product? For instance, ProductA have 3689.96, 31.81 and 2226.7, which is unintelligible. Please share details, so I can analyze deeply.

 

Best Regards,
Angelia

View solution in original post

2 REPLIES 2
v-huizhn-msft
Employee
Employee

Hi @kpangelinan,

In your resource table, the revenue is located another table? If it is, please create a relationship between the two tables. Then create a calculated column like the formula below.

 

revenue=SUM(RELATED(Table2[revenue]))


For your given table, there are different revenue values for same product? For instance, ProductA have 3689.96, 31.81 and 2226.7, which is unintelligible. Please share details, so I can analyze deeply.

 

Best Regards,
Angelia

igor
Frequent Visitor

@kpangelinan  

If the columns are in separate tables, you must relate them to get the expected result.

By doing this you simply add them into a table view that the total of each product will appear instantly.

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