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lmondavi
Frequent Visitor

Creating a measure to sum different columns based on row value

Hi, I have a Funnel table with 3 different $ value columns (SM_M1, SM_M2, and SM_M3). I have an employee table which is unrelated to the Funnel table. I want to create one measure that will sum one of the Funnel columns for each person, but which column to sum depends on criteria within the People table. I tried the below formula, however there are many records in the people table that have the same criteria, so this does not work. I think I am missing something simple. Thank you for your help!

 

HWProjection$ = if(VALUES(People[Function])="Segment Manager" && VALUES(People[Segment Alias])="EA",sum(Funnel[SM_M1]),if (VALUES(People[Function])="Segment Manager",sum(Funnel[SM_M2]),sum(Funnel[SM_M3]))) 

1 ACCEPTED SOLUTION

Hi,

 

You may refer to my solution 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,

 

Share your data and show the expected result.


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

Thanks, here is the data with expected resultCapture.JPG

Hi,

 

You may refer to my solution here.

 

Hope this helps.

 

Untitled.png


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

Thank you so much!

You are welcome.


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

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