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Anonymous
Not applicable

New table with sums dependent on month not working

Hi, I have data with
* Customer ID

* Item ID

* Month

* Sales

In the months from July through December

 

I want to create a new table with 
* Customer ID

* Item ID

* Sum of sales from July to November

* Sales from December

 

 

Customer/Item Sales =
SUMMARIZE (
    Append1,
    Append1[Customer ID],
    Append1[Item ID],
    "July-November Sales", CALCULATE ( SUM ( Append1[Sales] ), Append1[Month] < MONTH ( 12 ) ),
    "December Sales", CALCULATE ( SUM ( Append1[Sales] ), Append1[Month] = MONTH ( 12 ) )
)

This code returns Customer ID and Item ID, but the other two columns I wanted to create show as blanks. What am I doing wrong?

 

Thanks

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

Not sure why you have month (12), I believe you already have month field with month number in it.

 

Customer/Item Sales =
SUMMARIZE (
    Append1,
    Append1[Customer ID],
    Append1[Item ID],
    "July-November Sales", CALCULATE ( SUM ( Append1[Sales] ), Append1[Month] <  12  ),
    "December Sales", CALCULATE ( SUM ( Append1[Sales] ), Append1[Month] =  12  )
)


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View solution in original post

3 REPLIES 3
parry2k
Super User
Super User

Not sure why you have month (12), I believe you already have month field with month number in it.

 

Customer/Item Sales =
SUMMARIZE (
    Append1,
    Append1[Customer ID],
    Append1[Item ID],
    "July-November Sales", CALCULATE ( SUM ( Append1[Sales] ), Append1[Month] <  12  ),
    "December Sales", CALCULATE ( SUM ( Append1[Sales] ), Append1[Month] =  12  )
)


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Anonymous
Not applicable

@parry2k

 

Had to go back to edit queries to make the month an actual number. But then your code worked. Thanks

Glad to hear 🙂



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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