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Helper I
Helper I

Sum from related table

 

I am trying to sum values that are on other tables onto a master table, but I can't seem to get it to work.  It is essentially a Sumif function, but I can't seem to get Calculate and or SUMX to work.  It always wants to return the fee for the entire related table (Revenue or Time).

 

Please see the below image.  I am trying to sum Fees and Hours onto the Assignments table for the individual assignments.  The Revenue and Time tables are linked to Assignments.

 

2017_05_16_11_30_56_Tables.xlsx_Excel.png

 

1 ACCEPTED SOLUTION

Accepted Solutions
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Memorable Member
Memorable Member

Re: Sum from related table

Try:

AssignmentTable[Total Fee] = CALCULATE(SUM(Revenue[Fee]))

 

The calculate is weird and required.

View solution in original post

10 REPLIES 10
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Memorable Member
Memorable Member

Re: Sum from related table

Your "What is Happening" is confusing on the Assignment table -- I assume there are actually 3 rows there?

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Helper I
Helper I

Re: Sum from related table

Sorry. It isn't summing up at the relevant rows.  It is just giving me a total for all assignments.  I would like the total fees and hours for each assignment based on the other tables.

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Helper I
Helper I

Re: Sum from related table

You can disregard the bottom half. I am just trying to create the Fee and Hours columns in the Assignment Table

Highlighted
Memorable Member
Memorable Member

Re: Sum from related table

Try:

AssignmentTable[Total Fee] = CALCULATE(SUM(Revenue[Fee]))

 

The calculate is weird and required.

View solution in original post

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Helper II
Helper II

Re: Sum from related table

Best to use power query/query editor then bring the data through in one table. 

 

Start with 'group by' function which is basically a sumif and do this for both the revenue table and the time table. This will produce one summed up value for each assignment. Then merge the time table into the revenue table, linking them by the assignment, select the hours colum to bring through to the revenue table. This will produce what you need 3 rows and 2 columns of data. Boom!

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Helper I
Helper I

Re: Sum from related table

Didn't work.  It seems to just calculate the total rather than for each assignment.  I tried both as a measure and as a column.

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Helper I
Helper I

Re: Sum from related table

I feel that this one is asking the same question (I have a one to many relationship), but i havent been able to get it to work http://community.powerbi.com/t5/Desktop/Create-a-Calculated-Column-from-Different-Tables/m-p/60773#M...

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Memorable Member
Memorable Member

Re: Sum from related table

Can you show a picture of your model relationships -- this should have worked fine...

Highlighted
Helper I
Helper I

Re: Sum from related table

Structure:

Structure.png

 

Relationships: The tables are connected via an Assignment Key field.

2.png

 

Formula: HHG  = CALCULATE(SUM('Assignment Schedule Split'[Revenue (USD)])).  

 

- The fields on the left of HHG are from the Assignment table.

- The formula is on the assignments table

 

formula.png

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