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Anonymous
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How to get grand total to match up in a many to many cardinality

hello - i have transaction table and a master table. The master table is shown below. The transaction table has Account and Amount and is linked to the master table on Account (many to many cardinality).

 

How do i create a calculation such that when I look at Amount cateogy by, the amount adds up to the grand total. For example, if the transaciton table has one line for Account 1234 with Amount 100, it should be considered as 200 in the grand total.  Any assitance wil be appreciated.

 

CategoryAccount
Category A1234
Category A4567
Category A4459
Category B1234
Category B4567
1 ACCEPTED SOLUTION

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Community Support
Community Support

Re: How to get grand total to match up in a many to many cardinality

Hi @Anonymous ,

 

We can try to create measure using following DAX to meet your requirement.

 

Total =
COUNTROWS (
    FILTER ( ALL ( TableA ), [Account] = SELECTEDVALUE ( 'Table'[Account] ) )
)
* SUM ( 'Table'[Amount] )

How-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-1.pngHow-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-2.pngHow-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-3.pngHow-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-4.png

 

If it doesn't meet your requirement, kindly share your sample data and excepted result to me if you don't have any Confidential Information. Please upload your files to One Drive and share the link here.

 

BTW, pbix as attached.

 

Best regards,

 

Community Support Team _ DongLi
If this post helps, then please consider Accept it as the solution to help the other members find it more

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Highlighted
Community Support
Community Support

Re: How to get grand total to match up in a many to many cardinality

Hi @Anonymous ,

 

We can try to create measure using following DAX to meet your requirement.

 

Total =
COUNTROWS (
    FILTER ( ALL ( TableA ), [Account] = SELECTEDVALUE ( 'Table'[Account] ) )
)
* SUM ( 'Table'[Amount] )

How-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-1.pngHow-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-2.pngHow-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-3.pngHow-to-get-grand-total-to-match-up-in-a-many-to-many-cardinality-4.png

 

If it doesn't meet your requirement, kindly share your sample data and excepted result to me if you don't have any Confidential Information. Please upload your files to One Drive and share the link here.

 

BTW, pbix as attached.

 

Best regards,

 

Community Support Team _ DongLi
If this post helps, then please consider Accept it as the solution to help the other members find it more

Community Support Team _ Dong Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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