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So I have two data sets - one named data and one named plan. I need to create a column in the plan dataset that pulls in information from the data dataset. There is a column called "Line" in both datasets that I will be looking up on. Then there is a "Total Amount" column in the data dataset where I want to sum the information from. I've looked up how to do a SUMIF in Power BI before but it seems like there are a number of different ways and they don't really make sense to me.
Here is how I would accomplish what I would want to do with a SUMIF formula in Excel:
= SUMIF('Data'!LineColumn, 'Plan'!LineColumn, 'Data'!TotalAmountColumn)
Where the first argument is a lookup column, the second argument is the value you're looking up on a specific row, and the third argument is column that your summing information from that matches the lookup criteria.
Hi @Anonymous,
Could you please mark the proper answer as solution or share the solution if it's convenient for you? That will be a big help to the others.
Best Regards!
Dale
Hi @Anonymous,
There must be a relationship between these two tables. I guess the table "Plan" is in the 1-side. You could try this formula. The "relatedtable" will find out all the related data and sumx will sum the [Total amount] up.
Column = SUMX ( RELATEDTABLE ( Data ), [TotalAmount] )
Best Regards!
Dale
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