how to sum records for the same condition

[tracyhopaulson]

How do I sum the last 2 records on 2/8 to show the 2.15 balance since they belong to the same person & order? 

The other 2 records need to stay as is.  Please help.  Thanks

[danextian]

You've got several replies. You may follow any of these approaches depending on your requirements. 

[v-shex-msft · Accepted solution]

HI @tracyhopaulson,

You can write a measure formula to use name and order groups to summarize records:

Measure =
CALCULATE (
    SUM ( Table[Total] ),
    ALLSELECTED ( Table ),
    VALUES ( Table[Name] ),
    VALUES ( Table[Order] )
)

Regards,

Xiaoxin Sheng

[amitchandak]

In UI , you could use sum operation and rest can be used as unsummarized in a table or matrix. Should given that.

You can also use summarize to create new table

new Table = summarize(table,table[date],table[name],table[order],table[oper],"Total",sum(table[total]))

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[danextian]

Hi @tracyhopaulson ,

You can use the group by function in the Query Editor.

By the way and moving forward, please post a sample data that can be easily copy-pasted (not an image).