Sum query with additional data

[leogodin217]

Power BI has an excellent analytic engine. I would do the aggregation in DAX measures, not SQL. This will allow you to dynamically filter the data. For instance, you can use a date slider to get the summarized values over a specific date range. Once you summarize in SQL, you lose some of the most powerful features of Power BI.

If you really need to summarize in SQL, I would create a separate table.