Forum Discussion
Filter and Sum
Hi,
I need add together the items sold based on specified sales code. This is what I currently have, but it is not working. Do I need to create a measure for grouping the sales code first (1000, 2000, etc). And then create a measure for the adding the SUM of the specified sales code.
Hopefully this makes sense. Let me know if you have any questions.
Thanks!
It's difficult to be sure without seeing your model and relationships, but, I would think this syntax should work.
Total Black = CALCULATE( SUM(FactInternetSales[SalesAmount]) , FILTER(DimProduct, DimProduct[Color] IN {"Black"}) )
5 Replies
- KNPSuper User
It's difficult to be sure without seeing your model and relationships, but, I would think this syntax should work.
Total Black = CALCULATE( SUM(FactInternetSales[SalesAmount]) , FILTER(DimProduct, DimProduct[Color] IN {"Black"}) ) - Ahmed-ElfeelSuper User
Hi Bandana_Havana9,
Your approach is on the right track, but there are a few potential issues with the DAX formula Like:
- You are using TABLE 1[PRICE] but filtering SAPOSTED
- VALUE function might not be necessary if SALES CODE is already a numeric column
- Relationship requirement - This assumes a proper relationship between the tables
So I have 3 Solutions for you the 1st approach is (If you have a relationship between tables) :
Total Sold Grouped = CALCULATE( SUM('TABLE 1'[PRICE]), 'TABLE 2'[SALES CODE] IN {1000,2000,3000,4000,5000} )The 2nd approach Using FILTER (if no direct relationship):
Total Sold Grouped = CALCULATE( SUM('TABLE 1'[PRICE]), FILTER( 'TABLE 2', 'TABLE 2'[SALES CODE] IN {1000,2000,3000,4000,5000} ) )Finally the Last approach Using TREATAS (alternative approach):
Total Sold Grouped = CALCULATE( SUM('TABLE 1'[PRICE]), TREATAS({1000,2000,3000,4000,5000}, 'TABLE 2'[SALES CODE]) )So to answer your questions:
Do you need to create a measure for grouping sales codes first?
- No you can directly filter them in the CALCULATE function as shown above
- Do you need a measure for adding the SUM?
- The measures I provided already handle both the filtering and summing
Note:Use Option 1 if you have a proper relationship between TABLE 1 and TABLE 2. Use Option 2 if you don't have a direct relationship.
if this post helps, then I would appreciate a thumbs up and mark it as the solution to help the other members find it more quickly. - v-dineshyaCommunity Support
Hi Bandana_Havana9 ,
Thank you for reaching out to the Microsoft Community Forum.
Hi KNP and Ahmed-Elfeel , Thank you for your prompt responses.
Hi Bandana_Havana9 , Could you please try the proposed solutions shared by KNP and Ahmed-Elfeel ? Let us know if you’re still facing the same issue we’ll be happy to assist you further.
Regards,
Dinesh
- v-dineshyaCommunity Support
Hi Bandana_Havana9 ,
We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.
Regards,
Dinesh
- v-dineshyaCommunity Support
Hi @Bandana_Havana9 ,
We haven’t heard from you on the last response and was just checking back to see if you have a resolution yet. And, if you have any further query do let us know.
Regards,
Dinesh