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

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.

The First Table D1

The Second Table D2

The Final outcome needed

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)

Append Steps

Appended Table

Group By

Final Table D3 PQ

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

Group by with CurrentGroup works here

The DAX code

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

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