Forum Discussion

brief001's avatar
brief001
Helper II
3 years ago
Solved

Calculated column with sum as function

I'm looking for a formula that uses sums as logic that we know in Excel. I want to add a calculated column (orange) in the table below. That sums values of column value if the column values of date and color are equal.


I once came across a formula with the EARLIER function, but I don't know the exact formula to get it to work.

EARLIER
  • daXtreme's avatar
    daXtreme
    3 years ago

    Hint: You should never use EARLIER. There is a much better alternative and it's called VARIABLES.

    // This is the formula for your column...

[Total Value] =
var CurrentDate = YourTable[Date]
var CurrentColor = YourTable[Color]
var Output =
    sumx(
        filter(
            YourTable,
            YourTable[Date] = CurrentDate
            &&
            YourTable[Color] = CurrentColor
        ),
        YourTable[Value]
    )
return
    Output

     

5 Replies

  • daXtreme's avatar
    daXtreme
    Solution Sage
    3 years ago

    Hint: You should never use EARLIER. There is a much better alternative and it's called VARIABLES.

    // This is the formula for your column...

[Total Value] =
var CurrentDate = YourTable[Date]
var CurrentColor = YourTable[Color]
var Output =
    sumx(
        filter(
            YourTable,
            YourTable[Date] = CurrentDate
            &&
            YourTable[Color] = CurrentColor
        ),
        YourTable[Value]
    )
return
    Output

     

    • daXtreme's avatar
      daXtreme
      Solution Sage
      3 years ago

      zerotyper 

       

      A word of caution.

       

      Using CALCULATE in calculated column is a no-no. This slows DAX tremendously down even on moderate sized sets. I've seen many a time formulas like this that brought the engine down to a complete freeze.

      • zerotyper's avatar
        zerotyper
        Frequent Visitor
        3 years ago

        daXtreme Really thanks for your suggestion.

        You are right, just use Variable and simply filter and Aggregation is better than Calculate in a calculated column.

        The context transition is too heavy.

  • brief001's avatar
    brief001
    Helper II
    3 years ago

    I want to thank you both ( daXtreme & zerotyper  ) for the quick and well-functioning response. I have been helped tremendously.

    As a result of daXtreme 's additional explanation, I naturally opt for his solution.

    Thanks and have a nice weekend!