Creating New Table Aggregation From Another

[allroz]

Hello -

New to the forum and new to Power BI -  I have worked with SQL extensively in the past and am trying to relate to what i am looking to solve. I have the below table located right now - within the Phase Column, i have 4 values; budget, purchase order, requisitions, and GL. I'd like to create an identical table (keeping same structure), however, in the Phase column i'd like to rename to "act/fcst" and sum where phase = 'purchase order', 'requisiton'. This data would be grouped by all other columns listed in the table. The purchase order and requisition are on different rows and do not exist as a separate column so i cannot add up. Any advice on the DAX coding? i have looked all over and cannot seem to figure the syntax out. Thanks.

[Greg_Deckler · Accepted solution]

So, that should be something along the lines of:

Table1 =
SELECTCOLUMNS(
  GROUPBY(
    FILTER(
      'Table',
      'Table'[PHASE] = 'purchase order' || 'Table'[PHASE]="requisition"
    ),
    [DATE],
    [SITE],
    [REGION],
    [STATUS],
    [DEPT_DESC],
    [P01_DESC],
    [UseMonth]
    [PHASE]
    [DEPTRANK],
    [P01 Use],
    "AMOUNT",SUMX(CURRENTGROUP(),[AMOUNT])
  ),
"act/fcst",[PHASE],"DATE",[DATE],"SITE",[SITE],"STATUS",[STATUS],"DEPT_DESC",[DEPT_DESC],"P01_DESC",[P01_DESC],"AMOUNT",[AMOUNT],"UseMonth",[UseMonth],"DEPTRANK",[DEPTRANK],"P01 Use",[P01 Use]
)