How to create a sales summary table that can be filtered by item, date, and vendor.

[Anonymous]

Hi,

I have a sales table that lists how many items were sold from my Item List table. Some items in my Item List table (prefixed with KIT) are composed of individual items from the Item List table. This is broken down in the Kit_Breakdown table. I want to get the total value of each item sold from the Sales table by date in a table visualization (ultimately, I plan on using a bar chart). 

Below are how my tables are composed, and the result table is how I want the a table visualization to look like. 

I know how to use LOOKUPVALUE to get the cost for each item into the Kit_Breakdown table. Same for the cost. But I can't figure out how to get my table visualization to output the correct totals (bolded below in Result table)

Item

Item	Cost	Vendor
A	$10	Alpha
B	$2	Bravo
C	$5	Delta

Sales

Item	Quantity	Date
A	1	09/1/2021
A	1	10/1/2021
C	1	09/5/2021
KIT_1	1	10/3/2021
KIT_1	1	10/1/20/21
KIT_2	3	09/7/2021

KIT_Breakdown

Kit_#	Item	Quantity_per	Cost
KIT_1	C	1	$5
KIT_1	A	2	$10
KIT_2	B	5	$2
KIT_2	A	3	$10

Result Table

Item	Quantity	Total Cost	Date	Vendor
A	1	$10	9/1/2021	Bravo
A	3	$30	10/1/2021	Bravo
A	9	$90	09/7/2021	Bravo
A	2	$20	10/3/2021	Bravo
B	15	$30	09/7/2021	Acme
C	1	$5	09/5/2021	Delta
C	1	$5	10/3/2021	Delta
C	1	$5	10/1/2021	Delta
Total	33	$195

My table relationships are as follows -

Item                    Kit Breakdown

Item       1:*         Item 

Sales                   Kit Breakdown 

Item      *:*          Kit_#                 (Single filter Sales to Kit Breakdown)

Calendar              Sales

Date        1:*        Date

Any help is greatly appreciated!

Let me know if more information is needed.

[DataInsights · Accepted solution]

@Anonymous,

One approach is to solve this via data modeling. Since Sales[Item] contains both items and kits, you can decompose kits into their component items, resulting in Sales[Item] containing only items. This will simplify the data model and DAX.

1. Power Query steps in Sales table:

let
  Source = <My Data Source>,
  ChangeType = Table.TransformColumnTypes(Source, {{"Quantity", Int64.Type}, {"Date", type date}}),
  MergeKitBreakdown = Table.NestedJoin(
    ChangeType,
    {"Item"},
    Kit_Breakdown,
    {"Kit_#"},
    "Kit_Breakdown",
    JoinKind.LeftOuter
  ),
  ExpandKitBreakdown = Table.ExpandTableColumn(
    MergeKitBreakdown,
    "Kit_Breakdown",
    {"Kit_#", "Item", "Quantity_per"},
    {"Kit_#", "Kit_Breakdown.Item", "Kit_Breakdown.Quantity_per"}
  ),
  AddItemQuantity = Table.AddColumn(
    ExpandKitBreakdown,
    "Item Quantity",
    each
      if [Kit_Breakdown.Quantity_per] = null then
        [Quantity]
      else
        [Quantity] * [Kit_Breakdown.Quantity_per]
  ),
  AddItemNew = Table.AddColumn(AddItemQuantity, "Item New", each [Kit_Breakdown.Item] ?? [Item]),
  ChangeType2 = Table.TransformColumnTypes(
    AddItemNew,
    {{"Item Quantity", Int64.Type}, {"Item New", type text}}
  ),
  RemoveColumns = Table.RemoveColumns(
    ChangeType2,
    {"Item", "Kit_Breakdown.Item", "Kit_Breakdown.Quantity_per", "Quantity"}
  ),
  RenameColumns = Table.RenameColumns(RemoveColumns, {{"Item New", "Item"}})
in
  RenameColumns

2. Data model:

3. Measures:

Sum Quantity = SUM ( Sales[Item Quantity] )

Total Cost = SUMX ( 'Item', 'Item'[Cost] * [Sum Quantity])

4. Result:

Item is from the Item table.