Summary Table

Question

Hi

In Power BI, How to  Create summary tables- reduce the size of data to the power bi.

As per requirement and give me any suggetion on summary tables and explain with example.

Answer 1

Hi, @Vnk

Summary tables can be formed by aggregating or grouping the actual data tables.

To do so, Use summarize( ) function.

Summarize( ) returns a summary table for the requested totals over a set of groups.

Syntax:   SUMMARIZE(<table>, <groupBy_columnName>[, <groupBy_columnName>]…[, <name>, <expression>]…)

Ex: 

SUMMARIZE(ResellerSales_USD , DateTime[CalendarYear] , ProductCategory[ProductCategoryName] , "Sales Amount (USD)", SUM(ResellerSales_USD[SalesAmount_USD]) , "Discount Amount (USD)", SUM(ResellerSales_USD[DiscountAmount]) )

In the above example, ResellerSales_USD is the table name, which is grouped by fields DateTime[CalendarYear] & ProductCategory[ProductCategoryName]. The table then returns a summary table by calculating SUM(ResellerSales_USD[SalesAmount_USD]) and renames column as Sales Amount (USD) and SUM(ResellerSales_USD[DiscountAmount]) as Discount Amount (USD) along with the grouped columns.

The final table structure would be like below.

DateTime[CalendarYear]    ProductCategory[ProductCategoryName]   Sales Amount (USD)  Discount Amount (USD)

Hope it helps.

The example and documentation can be found here.

Comments

Thanks for the information.

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