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rs1249
Helper I
Helper I

How to sum one table with another table's row value?

Hi Guys,

can I ask a real silly question:

I have a table A with table columns follow:

Customer entry no. | trans no. | type transaction | value dates

and another table B with table columns following:

Customer entry no. | Given date | balance value

There is a relationship between tabel A Customer entry no. and table B customer entry no. as many to one.

 

Now how can I have measure based on date, to dynamically work out balance value of table B for each Customer entry no. by sum the transaction values of  table A?

In excel, it is really easy, just use sumifs, something like =SUMIFS(A[transaction value],A[Customer entry no],B[Customer entry no],A[dates],"<="&B[Given date]), but in power BI, I am stuck, can someone please help?

Tables and datas as below: Table A

Customer entry no. trans no. type transaction value dates
1 1 Initial entry 21 23/06/2018
1 2 application -10 01/05/2018
1 3 application -14 15/09/2018
1 4 application -2 05/12/2018
2 5 Initial entry 3 06/02/2019
2 6 application 12 07/06/2019
2 7 application -14 10/08/2018
2 8 application 11 16/02/2019
3 9 Initial entry -2 25/06/2018
3 10 application -8 01/02/2018
3 11 application -14 15/05/2019
3 12 application 12 01/06/2018
4 13 Initial entry -7 06/07/2019
4 14 application -6 13/09/2019
4 15 application 20 24/11/2018
4 16 application -4 02/07/2019
5 17 Initial entry 24 11/09/2019
5 18 application 5 24/02/2018
5 19 application 13 25/01/2018
5 20 application 19 16/04/2018

Table B:

Customer entry no. Given date balance value
1 12/01/2019 -5
2 12/01/2019 -14
3 12/01/2019 2
4 12/01/2019 20
5 12/01/2019 37
6 12/01/2019 53
7 12/01/2019 50
8 12/01/2019 21
9 12/01/2019 13

 

Thanks very much in advance guys

1 ACCEPTED SOLUTION
rs1249
Helper I
Helper I

sorry guys, please ignore me, I found out why, as it turns out , just a to date formula would do the trick:

CALCULATE(sum(Cust_Ledg_Entries[Amount]),filter(all(Dates),Dates[Date]<=max(Dates[Date])&&Dates[Date]>=value("01/04/2016")))
that is all it takes, after days of trying.

View solution in original post

1 REPLY 1
rs1249
Helper I
Helper I

sorry guys, please ignore me, I found out why, as it turns out , just a to date formula would do the trick:

CALCULATE(sum(Cust_Ledg_Entries[Amount]),filter(all(Dates),Dates[Date]<=max(Dates[Date])&&Dates[Date]>=value("01/04/2016")))
that is all it takes, after days of trying.

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