Forum Discussion
Calculated Table Dax Code using Rollup needs Subtotal labels and sorting
Dear Experts:
I would like to create a calculated table with subtotals by country, as depicted in this graphic.
That is ...
- the Country Subtotals should say 'Subtotal' in the 'Category'-Column and
- the Country Subtotals should appear at the bottom row for each country.
- The Overall Total Row should say 'Total' in the Category Column
Now the Subtotals per Country appear randomly somewhere within the Country related rows and they do not say 'Subtotal' as a Label.
Moreover the 'Total Sales' Column should be sorted descending within the respective Country rows. Currently there is no sorting at all for the Total Sales Values.
Is this possible by tweaking the below code? That would be fantastic.
Help is very much appreciated. Thank you very much in advance.
Regards, Andreas
The Calculated Dax-Code is as follows so far:
Hi AndreasHermle,
Thank you for reaching out to the Microsoft fabric community forum.
This is a work around you can go with this:You can use the GROUP BY feature in Power Query to calculate total sales for each Country and Category. Then, create subtotals by grouping just by Country and label these as "Subtotal." Finally, add a row for the overall total labeled "Total." Combine all these results into one table and sort it so the subtotals appear under each Country group for a clear summary.
You can find official documentation and screenshot here for reference:How to GROUP BY or summarize rows - Power Query | Microsoft Learn
If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.
Harshitha.
Community Support Team.
10 Replies
Hai
Could you please send the pbix file with some sample data hiding more sensitive data
Hi Learner,
here you go. Thank you very much in advance for your valuable help. As I said before, your calculated table code is called SalesSummary, the second last calculated table in the Data Pane.
https://drive.google.com/file/d/1MZjESs6GEcGij_SvBYU6e42t1nGlqY8W/view?usp=sharingHi AndreasHermle,
Thank you for reaching out to the Microsoft fabric community forum.
This is a work around you can go with this:You can use the GROUP BY feature in Power Query to calculate total sales for each Country and Category. Then, create subtotals by grouping just by Country and label these as "Subtotal." Finally, add a row for the overall total labeled "Total." Combine all these results into one table and sort it so the subtotals appear under each Country group for a clear summary.
You can find official documentation and screenshot here for reference:How to GROUP BY or summarize rows - Power Query | Microsoft Learn
If the response has addressed your query, please Accept it as a solution and give a 'Kudos' so other members can easily find it.
Thank you.
Harshitha.
Community Support Team.
Hi Learner,
now here comes the file. Your code is integrated in a calculated table, named 'SalesSummary' and is the second last calculated table at the bottom of the Data Pane. These sales figures along with other elements are all ficticious, so no need to hide any sensitive data.
Thank you very much in advance.
Oh, I am just looking for an icon to press so that I can upload my file. I cannot find one. I need to find out ...
Best Regards, AndreasHI Learner, thank you very much for your offer. Great I will do that. Thank you very much again.
SalesSummary =
VAR BaseTable =
ADDCOLUMNS (
'DataSource',
"Country", RELATED ( DimCtry[Country] ),
"Category", RELATED ( DimCat[Category] ),
"Total Sales", [Total Sales]
)
VAR SummaryTable =
SUMMARIZE (
BaseTable,
[Country],
[Category],
"Total Sales", SUM ( [Total Sales] )
)
VAR Subtotals =
ADDCOLUMNS (
SUMMARIZE ( BaseTable, [Country] ),
"Category", "Subtotal",
"Total Sales", CALCULATE ( SUM ( [Total Sales] ) )
)
VAR GrandTotal =
DATATABLE (
"Country", STRING,
"Category", STRING,
"Total Sales", CURRENCY,
{
{ BLANK (), "Total", CALCULATE ( SUM ( BaseTable[Total Sales] ) ) }
}
)
RETURN
UNION (
SummaryTable,
Subtotals,
GrandTotal
)
Subtotals per country, labeled as "Subtotal" in the Category column.
The total for all countries, labeled as "Total" in the Category column.
For sorting Desc order
SortOrder =
RANKX(
FILTER('SalesSummary', 'SalesSummary'[Country] = EARLIER('SalesSummary'[Country]) && 'SalesSummary'[Category] <> "Subtotal"),
'SalesSummary'[Total Sales],
,
DESC,
Dense
)Thank you very much learner for your swift and great help. I guess we are close to being perfect.
I am afraid to tell you that the code throws a couple of errors, I was able to correct a couple of these myself, but the other ones, I just could not resolve.
Please find my Comments below. My Comments all start with three forward slashes followed by MY COMMENT (///MY COMMENT: ...)
Thank you very much in advance for your valuable help.SalesSummary =VAR BaseTable =ADDCOLUMNS ('DataSource',"Country", RELATED ( DimCtry[Country] ),"Category", RELATED ( DimCat[Category] ),"Total Sales", [Total Sales])VAR SummaryTable =SUMMARIZE (BaseTable,[Country],[Category],//MY COMMENT - Coding by you: "Total Sales", SUM ( [Total Sales] ), subsequent line coding by me"Total Sales", [Total Sales])VAR Subtotals =ADDCOLUMNS (SUMMARIZE ( BaseTable, [Country] ),"Category", "Subtotal",///MY COMMENT - Coding by you: "Total Sales", CALCULATE ( SUM ( [Total Sales] ) ), subsequent line coding by me"Total Sales", CALCULATE ( [Total Sales] ))VAR GrandTotal =DATATABLE ("Country", STRING,"Category", STRING,"Total Sales", CURRENCY,{///MY COMMENT: The subsequent line throwing an error on: SUM ( BaseTable[Total Sales] ) ){ BLANK (), "Total", CALCULATE ( SUM ( BaseTable[Total Sales] ) ) }})RETURNUNION (SummaryTable,Subtotals,GrandTotal)//Subtotals per country, labeled as "Subtotal" in the Category column.//The total for all countries, labeled as "Total" in the Category column.//For sorting Desc order///MY COMMENT: Here I am getting almost everything underlined with the Exception of RANKX, FILTER, <> "Subtotal", DESC and DenseSortOrder =RANKX(FILTER('SalesSummary', 'SalesSummary'[Country] = EARLIER('SalesSummary'[Country]) && 'SalesSummary'[Category] <> "Subtotal"),'SalesSummary'[Total Sales],,DESC,Dense)
