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PowerBI - Sum of rows of one column based on criteria


I have what I think is pretty simple requirement - but having trouble implementing. Basically I have two tables - with a 1:M relationship on the Name field

Log-Ins Table

ID Name Date
login1 Evan March
login2 Evan March
login3 Ryan March
login4 Ryan March
login5 Jack March
login6 Mike March
login7 Mike April
login8 Mike April
login9 Mike April
login10 Evan April
login11 Evan April

Contact Table

Name FamilyMembers
Evan 3
Ryan 2
Mike 4
Jack 1

I want a report that totals the family members based on a log in - but I only want to count them once - using the Date as a slicer. I created a measure called LoginCount which gives me a view that looks like this:

LoginCount = COUNTROWS(RELATEDTABLE('Log-Ins'))

What I'm looking for is the total of FamilyMembers (which when slicer is set to March should be 10)

Name LoginCount FamilyMembers
Evan 2 3
Jack 1 1
Mike 1 4
Ryan 2 2
6

and in April should be 7.

Closest I can get is to summarize the FamilyMembers Column - but it gives the total for each log-in (Evan h as 2 logins and 3 family members, which equals six) which I don't want. The idea is to get a general headcount of serviced users for the month and not re-count the family members each time.


Solution

  • The problem seems to rely on how the filters are propagating from one table to another. If you apply CROSSFILTER you can solve this issue without changing the type of your relationship.

    In others words, Log-Ins will filter the Contacts table.

    Calculation: Measure

    Total Family Members =
    CALCULATE (
        SUM ( Contacts[FamilyMembers] ),
        CROSSFILTER ( Contacts[Name], 'Log-Ins'[Name], BOTH )
    )
    

    Output

    enter image description here

    Relationship

    enter image description here