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joemillson Frequent Visitor
Frequent Visitor

Not finding Related table or column - Sharepoint List data source

I have 2 tables, both from Sharepoint Lists. One is a Projects table, the other an Invoices table. 

 

I've related the Project ID field from Invoices back to the Project ID PK in the Projects table - this is a many-to-one relationship.

 

I need to be able to sum up the total value of the invoices related to a project (ie one row in the Project table).

 

I've tried to do this by adding a new custom column in Projects and using RELATED(), however it's not finding the Invoices table (and therefore I can't select the column for Amount)

 

Any help would be appreciated

 

Joe

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Not finding Related table or column - Sharepoint List data source

Hi @joemillson,

 

You can try to write a measure at Project table side:

 

Use relationship to calculate:
Total Value=
SUMX(Filter(ALL(Invoices),Invoices[Project ID]= Related(Project[Project ID])),Invoices[Value])

Use current project id to calculate:
Total Value=
Var currID =LASTNOBLANK(Project[Project ID],[Project ID])
return
SUMX(Filter(ALL(Invoices),Invoices[Project ID]= currID),Invoices[Value])

In addition, you can check you relationship setting if the "cross filter direction" option not set to "both".

 

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: Not finding Related table or column - Sharepoint List data source

Hi @joemillson,

 

You can try to write a measure at Project table side:

 

Use relationship to calculate:
Total Value=
SUMX(Filter(ALL(Invoices),Invoices[Project ID]= Related(Project[Project ID])),Invoices[Value])

Use current project id to calculate:
Total Value=
Var currID =LASTNOBLANK(Project[Project ID],[Project ID])
return
SUMX(Filter(ALL(Invoices),Invoices[Project ID]= currID),Invoices[Value])

In addition, you can check you relationship setting if the "cross filter direction" option not set to "both".

 

 

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, please consider Accept it as the solution to help the other members find it more quickly
Learning resources: Power BI

View solution in original post

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