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PBIC
Frequent Visitor

Lookup value from another table with multi-column Join

I am trying to sum a column from another table on a row by row basis.

 

Table1

 

Ref

Date

1

03/09/2019

1

04/09/2019

2

05/09/2019

3

06/09/2019

              

Table2

 

 

Ref

Date

Value

1

03/09/2019

1

1

03/09/2019

3

1

04/09/2019

5

2

05/09/2019

7

3

06/09/2019

9

 

I want to end up with the Table2 Value column summed on Table1 as a new column called NewValue:

 

Table1

 

 

Ref

Date

NewValue

1

03/09/2019

4

1

04/09/2019

5

2

05/09/2019

7

3

06/09/2019

9

 

I cannot have a relationship as there is more than one column in the join. I need to add a new column (actually there are three of these to do but I'll replicate the solution three times).

 

I have tried with CALCULATE and SUMX and VLOOKUP but cannot figure out the code.

 

Please can somebody suggest the code for the new column.

 

Thanks

 

1 ACCEPTED SOLUTION
v-joesh-msft
Solution Sage
Solution Sage

Hi @PBIC ,

You can try the following methods:

1. Create a new column in Table(1):

ColumnT1 = 'Table (1)'[Ref]&'Table (1)'[Date]

2. Create a new column in Table(2):

ColumnT2 = 'Table (2)'[Ref]&'Table (2)'[Date]

3. Establish a relationship between two tables based on ColumnT1 and ColumnT2:

11.PNG4. Create a new calculated column in Table(1):

NewValue = CALCULATE(SUM('Table (2)'[Value]))

The results are as follows:

12.PNG

 

Best Regards,

Community Support Team _ Joey
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

2 REPLIES 2
v-joesh-msft
Solution Sage
Solution Sage

Hi @PBIC ,

You can try the following methods:

1. Create a new column in Table(1):

ColumnT1 = 'Table (1)'[Ref]&'Table (1)'[Date]

2. Create a new column in Table(2):

ColumnT2 = 'Table (2)'[Ref]&'Table (2)'[Date]

3. Establish a relationship between two tables based on ColumnT1 and ColumnT2:

11.PNG4. Create a new calculated column in Table(1):

NewValue = CALCULATE(SUM('Table (2)'[Value]))

The results are as follows:

12.PNG

 

Best Regards,

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

parry2k
Super User
Super User

@PBIC as you already figured out that you cannot set relationship because two columns are involved, you can create a key column by concatenative date and ref column on both the table and then set the relationship on that. Once it is done, it will be pretty straight forward.



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