Summary Table

+1 vote

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.
Sep 5, 2019 in Power BI by vnk

1 answer to this question.

+1 vote

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>]…)


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.

answered Sep 5, 2019 by Cherukuri
• 33,010 points
Thanks for the information.
Hey @Vnk, please do upvote @cherukuri's answer if it has helped you. Sign in to Edureka community and get points by contributing (asking, answering and commenting).

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