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rqueiroz
Frequent Visitor

Calculate (sumif) to return a value only for the first row and ignore others

Hi,

 

I searched every topic from the community and not found how to do this.

Sorry if anyone already solve it.

 

The thing is that I have a source table (table 1) with multiple key like this example

 

rqueiroz_0-1616622067988.png

 

And I have another one like this example (table 2):

 

rqueiroz_1-1616622220330.png

 

I'd like to do a CALCULATE formula that SUM the values from the column 'table 2'[3M] , with the keys 'table 1'[Key1] and 'table 2'[Key1] and returns the SUM of the 'table 2'[3M] only for the first row of the table 1. I need this to not duplicate the Forecast Value of the Table 2 in my Table 1.

 

Hope someone helps me. 😃

 

Thanks!

 

 

1 ACCEPTED SOLUTION

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

5 REPLIES 5
Ashish_Mathur
Super User
Super User

Hi,

Your question is not clear and the images there are very small.  Show a smaller dataset, explain the business context and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Ok, I made the example in excel bellow:

 

rqueiroz_0-1616673844466.png

 

My goal is to do a CALCULATE in table 1 as a sumif, with the Key1 of both tables, that SUM the values from the column Forecast from Table 2, but populate only the first row in Table 1.

 

*I can't do a CALCULATE as a sumif simple and populate the other rows of Table 1 because it will duplicate or triplicate the Forecast value from Table 2 in Table 1.

 

Thank you for your time. 😃

 

Hope you could help me.

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi,

I can do this with a combination of the Query Editor and a calculated column formula.  Would you be OK with that solution?


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Sure.

I am trying to do it in DAX, but if the only solution is with the Query Editor, I can change it, no problem.

 

Thanks.

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