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heathernicole
Continued Contributor
Continued Contributor

SUMMARIZE (grouping by columns) and summing another

Was trying to figure out how to Group By two columns (from two separate (but related) tables). Then finding the sum from another related column in a different table.

 

Group by Customer, Sales Rep and Sum Invoice totals - Goal: to determine the total amount of invoiced sales for each rep.

 

Total Dollars = GROUP BY(Sales Rep[Sales Rep Name], SUM(Sales Details[Sales Line Sales Amount]))

 

I also need to round these final figures up. 

~heathernicoale
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heathernicole
Continued Contributor
Continued Contributor

Here's what I did to solve this one. Any ideas or ways to make it better or more efficient are welcome! 😄

 

Code: New Customer Points Per Dollar = CALCULATE(ROUNDUP( SUM('SALES DETAILS'[Sales Line Sales Amount]),0), ALLEXCEPT('Sales Rep', 'Sales Rep'[Sales Rep Name]))

 

Summarize and Group.JPG

~heathernicoale

View solution in original post

3 REPLIES 3
heathernicole
Continued Contributor
Continued Contributor

Here's what I did to solve this one. Any ideas or ways to make it better or more efficient are welcome! 😄

 

Code: New Customer Points Per Dollar = CALCULATE(ROUNDUP( SUM('SALES DETAILS'[Sales Line Sales Amount]),0), ALLEXCEPT('Sales Rep', 'Sales Rep'[Sales Rep Name]))

 

Summarize and Group.JPG

~heathernicoale

@heathernicole you are on a roll!

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