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    • Power BI- Power Query Vs DAX - Append and Summariz...

    Power BI- Power Query Vs DAX - Append and Summarize data

    09-09-2022 04:26 AM - last edited 11-24-2022 01:04 AM

    Super User amitchandak
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    Power BI- Power Query Vs DAX - Append and Summarize data

    ‎09-09-2022 04:26 AM

    Power BI- Power Query Vs DAX - Append and Summarize data

    Power BI(216).png

     

    Problem Statement- We have been provided with two tables having the same structure. We need to append the data(Union all) and then summarize it. We want data to be grouped for key values.

     

    Tables we have

    amitchandak_0-1662722036714.png

     

    amitchandak_1-1662722048071.png

     

    What we want

    amitchandak_2-1662722066247.png

     

    Power Query Solution

    In Power Query, We will do two Operations: Append (Power Query-> Home Tab → Append Queries → Append Queries as New) and Group by (Power Query → Home Tab → Group By)

     

    Code of the new table D3 PQ

    let
        Source = Table.Combine({D1, D2}),
        #"Grouped Rows" = Table.Group(Source, {"Item"}, {{"Total Value", each List.Sum([Value]), type nullable number}})
    in
        #"Grouped Rows"

     

     

    DAX Solution

    In Dax, we have Union to append and we can use Summarize or Group by to group the data.

     

    Summarize is not a fit in this case 

     

    amitchandak_3-1662722194170.png

     

    Group by with CurrentGroup works here 

    amitchandak_4-1662722221590.png

     

    The DAX code

    Append DAX Group By = var _tab = Union(D1,D2)
    return
    GROUPBY(_tab, [Item], "Total Value", SUMX(CURRENTGROUP(),[Value]))

     

    You can find the detailed blog here -

     

    The file is attached.

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    Formatted Profit and Loss Statement with empty lines
    Group by in place of summarize.pbix
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