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I have two files which contains transaction data coming from two different applications.
Table 1
Transaction Date |
Order ID |
A_Order Value |
Debit/Credit |
SourceName |
Table 2
Transaction Date |
Order No. |
B_Value |
Source Name |
I want to create a summarized table wherein both these tables are compared and difference can be displayed and alos categorized.
Summarized Table
Transaction Date | Date from Table 1 |
Order ID | From Table 1 (same as Order no. in Table2) |
Count of A_Orders | Count of Order ID in Table 1 |
Value of A_Orders | Sum of Orders with same Order ID in Table 1 |
Count of B_Orders | Count of Order No in Table 2 |
Value of B_Orders | Sum of Orders with same Order no in Table 2 |
Difference | Difference in Value of A_orders and B_orders |
Category | IF diff =0 then no issue ELSE duplicate entries |
Can anyone help on how this can be implemented directly in Power BI ? Especially on creating this kind of summarized table.
Hi, @mitapate
Could you share some dummy data and post expected result so it is clear on what needs to be implemented? And It would be great if there is a sample file without any sesentive information here. It makes it easier to give you a solution.
Best Regards,
Community Support Team _ Zeon Zheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly
@mitapate , You should create two common dimensions Order (Order ID, Order number)
Source( Source, Source)
Order =distinct(union(distinct(Table1[Order ID]),distinct(Table2[Order No])))
Source =
distinct(union(distinct(location1[Source ]),distinct(location2[Source ])))
Join them with both tables and then you can use them to analyze data together
Else append these two table in power query
https://radacad.com/append-vs-merge-in-power-bi-and-power-query
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