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Yrstruly2021's avatar
Yrstruly2021
Icon for Helper V rankHelper V
2 years ago

SUM/SUMIF Function In DAX

Please assist. Am i using the correct function in dax for SUM/SUMIF equilvalents in Dax, Also when do i use Calculate? My Totals are inflated, my conversions from Excel to DAX, might not be correct....
DAX
Tutorial
Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
2 years ago

Yrstruly2021 Several different issues here. Generally use would use something like SUMX(FILTER(...), ...) for SUMIF. See Excel to DAX Translation here: S Excel to DAX Translation - Microsoft Fabric Community

 

For totals, First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8

Yrstruly2021's avatar
Yrstruly2021
Icon for Helper V rankHelper V
2 years ago

Both of the solutions you provided for SUMIF gives the same data/value output.

 

WorkingCapitalMvtsInclProvisions = 
[Other asset movements] 
+ [Working capital - budget flex]
+ CALCULATE(
    SUM('ZTBR'[Amount in USD]),
    FILTER(
        ALL('ZTBR'),
        'ZTBR'[Roll_Up_Function] = "Provision movements"
    )
)
AND

WorkingCapitalMvtsInclProvisions = 
[Other asset movements] 
+ [Working capital - budget flex]
+ SUMX(
    FILTER(
        'ZTBR',
        'ZTBR'[Roll_Up_Function] = "Provision movements"
    ),
    'ZTBR'[Amount in USD]
)

AND 

WorkingCapitalMvtsInclProvisions = 
[Other asset movements] 
+ [Working capital - budget flex]
+ CALCULATE(
    SUM('ZTBR'[Amount in USD]),
    'ZTBR'[Roll_Up_Function] = "Provision movements"
)