Summarization of 3 reports in to one

[petercowen]

Hi

I am trying to create a summarization of 3 reports that contain some, but not all, of the data I need.  I have tried lookupvalue but that just leads to circular errors.

Report A contains Date, Order, Material and Quantity (cases)

Report B contains Order, Material and Work Center

Report C contains Material and Eaches per case

I want to summarize so that I get Date, Material (all that appear in Report A), Quantity (cases), Eaches per case and Work Center

Help - It must be simple, but clearly I'm simpler!

[Cmcmahan · Accepted solution]

If you just want to display all of this in a table visual, then just drag and drop the fields into the visual.  If they're related correctly in your data model, it should display the table you're looking for.

If you actually need to create a summary table, you should be able to use this:

SummaryTable = SUMMARIZE(ReportA, ReportA[Date], ReportA[Material], ReportA[Quantity (cases)], ReportC[Eaches per case], ReportB[Work Center] )

If there are issues with it not recognizing the ReportC and ReportB fields, try using RELATED or an aggregation function to get the value you're looking for.