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yve214's avatar
yve214
Helper III
4 years ago
Solved

Sumx function isn't working for my view

Hi there,

 

please help me.

 

my sumx function isnt working for a total qty measure i calculated.

 

I have my Qty measure where I am replacing my empty rows with the previous values as such

 

final Qty = 

VAR CurrentValue =
SUM ( data[qty])
VAR PreviousValue =
if(
sum(data[qty]) = BLANK(),
CALCULATE(
sum(data[qty]),
date[date_dt] = MAX(date[date_dt])-1,
))
RETURN
if(
max(date[date_dt]) =max(date[date_dt]) ,
CurrentValue + PreviousValue,
CurrentValue
)
 
When I put this total on my table view, I dont get the iterative total by the dates as I would like to see. It is giving me the total qty logic as if I was jusr doing a sum(qty).
 
Iterative Qty = sumx(values(date[date_dt]), [final Qty]) (this should add up all the values on the views itself but when I look at it, the rows are correct but the total is still wrong. I had to export it to excel and noticed its not working)
 
Any other way to add my iterative values for my view?
matrix view
  • tamerj1's avatar
    tamerj1
    4 years ago

    Hi yve214 
    Please use

    Final Qty = 
SUMX (
    SUMMARIZE( Data, Data[Date], Data[Category] ),
    CALCULATE (
        VAR CurrentDate = MAX ( Data[Date] )
        VAR OriginalQty = SUM ( Data[Original Quantity] )
        VAR CurrentCategoryTable = CALCULATETABLE ( Data, ALLEXCEPT ( Data, Data[Category] ) )
        VAR PreviousDatesTable = FILTER ( CurrentCategoryTable, Data[Date] < CurrentDate )
        VAR PreviousDate = MAXX ( PreviousDatesTable, Data[Date] )
        VAR PreviousQty = CALCULATE ( SUM ( Data[Original Quantity] ), Data[Date] = PreviousDate )
        RETURN
            IF (
                ISBLANK ( OriginalQty ),
                PreviousQty,
                OriginalQty
            )
    )
)

4 Replies

  • tamerj1's avatar
    tamerj1
    Community Champion
    4 years ago

    Hi yve214 
    Please use

    Final Qty = 
SUMX (
    SUMMARIZE( Data, Data[Date], Data[Category] ),
    CALCULATE (
        VAR CurrentDate = MAX ( Data[Date] )
        VAR OriginalQty = SUM ( Data[Original Quantity] )
        VAR CurrentCategoryTable = CALCULATETABLE ( Data, ALLEXCEPT ( Data, Data[Category] ) )
        VAR PreviousDatesTable = FILTER ( CurrentCategoryTable, Data[Date] < CurrentDate )
        VAR PreviousDate = MAXX ( PreviousDatesTable, Data[Date] )
        VAR PreviousQty = CALCULATE ( SUM ( Data[Original Quantity] ), Data[Date] = PreviousDate )
        RETURN
            IF (
                ISBLANK ( OriginalQty ),
                PreviousQty,
                OriginalQty
            )
    )
)
    • yve214's avatar
      yve214
      Helper III
      4 years ago

      tamerj1 Thank you so much again for your help. This worked like magic.. Amazing!

  • tamerj1's avatar
    tamerj1
    Community Champion
    4 years ago

    Hi yve214 

    what do you mean by

    if(
    max(date[date_dt]) =max(date[date_dt]) 
    can you share a screenshot of your visual?
    • yve214's avatar
      yve214
      Helper III
      4 years ago

      tamerj1 

       

      My apologies on the delayed response. PLease see SS below.

       

      My total from this view, the final qty should be 70,609 but I am getting just 67,207. To have generated that final Qty, I used the measure listed above. I was calculating where if there is missing qty value for a date, take the qty for the previous day and subtitute.

       

      For instance there is no quanty for category C for the date 5/28/2022, so my final Qty measure took the value from 5/27/2022 which is 3402 and filled in the gap. But this means, my final Qty now should be more than my original qty.

       

      Here is the result data which seems to be working with the final Qty measure i calculated. BUt my sumx isnt working to give me my correct totals at the bottom.

       

      DateCategoryOriginal QuantityFinal Qty
      5/28/2022 0:00A21412141
      5/28/2022 0:00B42274227
      5/28/2022 0:00C 3402
      5/27/2022 0:00A21432143
      5/27/2022 0:00B42204220
      5/27/2022 0:00C34023402
      5/26/2022 0:00A21432143
      5/26/2022 0:00B43644364
      5/26/2022 0:00C33983398
      5/25/2022 0:00A19981998
      5/25/2022 0:00B43814381
      5/25/2022 0:00C37813781
      5/24/2022 0:00A18841884
      5/24/2022 0:00B45324532
      5/24/2022 0:00C34703470
      5/23/2022 0:00A19121912
      5/23/2022 0:00B46764676
      5/23/2022 0:00C37863786
      5/22/2022 0:00A21412141
      5/22/2022 0:00B47334733
      5/22/2022 0:00C38753875