Total per day in new column with multiple amounts per day

[Anonymous]

Hello guys,

a few weeks ago i finished my first Power BI project however it seems i have not finished yet. The data that comes in has changed. When i started the project once a day a file came in with one amount per day (outstanding AUM) now they have split this up in two classes and there is 2 AUM. since i have to calculate a fee and the date is not an unique (single) number anymore because there are two of them i need to calculate the total of the 2 outstanding AUM's per date and get them in a new table. I will explain further on. i have tried a few options but i think it is a bit difficult because i can't make a 1:1 relation and import or lookup functions don't seem to work (probably because there's no relation). I think there might be a simple solution that i'm not able to find so here i am asking for your help.

This is the table, as you can see it starts with one AUM per day and furtheron there are 2. In the last image i have made an example in Excel of what i am trying to acomplish. If it is possible to calculate the total per date in the already existing table and copy those totals to a new table that would be fine as well. Please let me know any possible solutions or tips. 

Thanks in advance Power BI community!

left table is old table, right table is the table i want to create (as a new table)

[parry2k · Accepted solution]

@Anonymous you can create new table using following:

New Table = 
SUMMARIZE ( 
       OriginalTable, 
       OriginalTable[Date], 
       "AUM Total", SUM ( OriginalTable[AssetUnderManagement] )
)

✨ Follow us on LinkedIn and  to our YouTube channel

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡ Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.

[parry2k]

@Anonymous you can just add a sum measure and then use this in the visuals. Let me know if you still need a seperate table

AUM Total = SUM ( TableName[Column Name] )

✨ Follow us on LinkedIn and  to our YouTube channel

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

[Anonymous]

Thank you for your answer Parry2k. However i do need it as a column (or column in a new table) due to a series of calculations that has to be made. Would you say it is possible or would my best option be to contact the IT guy and let him make changes in SQL? I would prefer to do it in PowerBI. 

Thanks in advance!