cancel
Showing results for
Did you mean:
New Member

Group by Year and Staus

Hi Team,

I am new to power bi and need help on below requirement.please check and help

I have below Data set and i need the total approved amount of employee per year to be displayed in a separate table (Table 2) and the same details should be displayed on select of a row from Table 1. (Ex if FIrst 5 rows are selected where name is James, The Table 2 should show only James Approved amount details)

Table1:

 Name Amount Date Status james 2000 1/10/2020 Approved james 100 10/11/2020 rejected james 1200 8/12/2020 Approved james 5000 20/03/2021 Approved james 1500 13/04/2021 Approved Ajay 2000 1/10/2020 Approved Ajay 2100 10/11/2020 rejected Ajay 2500 8/12/2020 Approved Ajay 15000 20/03/2021 Approved Ajay 2500 13/04/2021 Approved Ajay 1500 15/04/2021 rejected

Table2:

 Name Year Approved Amount James 2020 3200 James 2021 6500 Ajay 2020 4500 Ajay 2021 17500
2 ACCEPTED SOLUTIONS
Super User

Hey @Ajay_bi_help ,

I'm not 100% sure if I understand your requirement correctly, but nevertheless, this DAX measure:

``````Measure =
calculate(
sum( 'Table'[Amount] )
,  KEEPFILTERS( 'Table'[Status] = "Approved" )
)``````

Allows to create this table visual:

Hopefully, this provides what you are looking for.

Regards,

Tom

Did I answer your question? Mark my post as a solution, this will help others!

Proud to be a Super User!
I accept Kudos 😉
Hamburg, Germany
Community Support

Hi, @Ajay_bi_help ;

You also could create a table2 by dax.

``Table2 = SUMMARIZE(FILTER('Table',[Status]="Approved"),[Name],[Date].[Year],"Approved Amount",SUM('Table'[Amount]))``

The final output is shown below:

Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 REPLIES 4
Community Support

Hi, @Ajay_bi_help ;

You also could create a table2 by dax.

``Table2 = SUMMARIZE(FILTER('Table',[Status]="Approved"),[Name],[Date].[Year],"Approved Amount",SUM('Table'[Amount]))``

The final output is shown below:

Best Regards,
Community Support Team_ Yalan Wu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Super User

Hey @Ajay_bi_help ,

if you are using SUMMARIZE to create a table, instead of using a measure in combination with your existing measure, you should also be aware of this article that describes some best practice using SUMMARIZE: https://www.sqlbi.com/articles/best-practices-using-summarize-and-addcolumns/

Regards,

Tom

Did I answer your question? Mark my post as a solution, this will help others!

Proud to be a Super User!
I accept Kudos 😉
Hamburg, Germany
Super User

Hey @Ajay_bi_help ,

I'm not 100% sure if I understand your requirement correctly, but nevertheless, this DAX measure:

``````Measure =
calculate(
sum( 'Table'[Amount] )
,  KEEPFILTERS( 'Table'[Status] = "Approved" )
)``````

Allows to create this table visual:

Hopefully, this provides what you are looking for.

Regards,

Tom

Did I answer your question? Mark my post as a solution, this will help others!

Proud to be a Super User!
I accept Kudos 😉
Hamburg, Germany
New Member

Hi Tom

this is what i wanted . i will implement and get back to u in a while

Announcements

Launching new user group features

Learn how to create your own user groups today!