Total Sales filtered by two columns in one table and then one filter from another table

[cparry]

I have one table with transactional sales data broken down by day per line.  I then have another data with customers that have churned.  I am trying to pull into my customer table the Sales revenue per account filtered by a year and type of material.  I have tried calculated measures, Sum, summarize.  Is this possible to do?  If I was in Excel I would filter my data and then do a Vlookup to bring the result to the customer table.  

Thank you for any help you can provide.  

Customer table headers 

Ship to |  Customer Key| 

Transactional Data Headers 

Ship to | Customer Key| Material type| Material| Transaction Date| Line item revenue| 

Thank you 

[amitchandak]

@cparry , You can create a join between the two table using customer Id, if that is unique, if now then create a key in both table like

key = [Ship to] & "-" & [Customer Key]

And Join.

Now you take sum of Line item revenue and slicer on the transaction date and material and analyze

Ideal id that you create a date table and join with a transaction date and material table with Material type, Material and join back with Transactional table.

I am not sure about the need of summarize, unless you share some expected output.

Can you share sample data and sample output in table format?

[Ashish_Mathur]

Hi,

Share some data and show the expected result.