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cwarnholtz
New Member

Display the sum of filtered rows as a column

Hi,

I'm new to Power BI. I have two tables, Project and Cashflow, that have a 1:M relationship. I need to show only two years of cashflows as columns on a project dashboard. I have tried using measures but the measure totals up too many rows. Any hints or guidance would be appreciated.

 

cwarnholtz_0-1623965347161.png

Thanks,

Craig

1 ACCEPTED SOLUTION
parry2k
Super User III
Super User III

@cwarnholtz create a matrix visual,

 

put project id on rows from the project table

put the fiscal year on columns from the cashflow table

add a new measure to sum amount or drop amount on value which will give the sum

 

Add a page or visual level filter on fiscal year and filter for the year you are looking for. This is the quickest and easiest way to get there.

 

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.






Did I answer your question? Mark my post as a solution.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

1 REPLY 1
parry2k
Super User III
Super User III

@cwarnholtz create a matrix visual,

 

put project id on rows from the project table

put the fiscal year on columns from the cashflow table

add a new measure to sum amount or drop amount on value which will give the sum

 

Add a page or visual level filter on fiscal year and filter for the year you are looking for. This is the quickest and easiest way to get there.

 

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.






Did I answer your question? Mark my post as a solution.

Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.





View solution in original post

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