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hpandersen's avatar
hpandersen
Frequent Visitor
7 years ago
Solved

Counting summed rows

Hi.

I have a tabel with a lot of customer financial transactions.
One customer can easily have 100 transactions per year.
Example:

CustomerYearAmount
1012018250
1012018500
1012018300
1022018800
1022018300
1022018700
1032018600
1032018200
1032018100



I would like to sum the different transaction per customer per year and the count how many of these summed transaction amount is >1500
In this excample, the sum amount for customer 102 is 1800 and should be counted as one.

I have made this counting in a pivot in Excel, but I really can't figure out how to do it in Power BI.
Any suggestions?

  • Yeah, it should be:

     

    Measure = 
    VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount]))
    RETURN
    COUNTX(FILTER(__table,[__TotalAmount]<1500 && [__TotalAmount]>1000),[Customer])

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    hi hpandersen,

     

    You can create calculated measures for Sum and Count.

     

    For sum, create a calculated measure using

    Sum = CALCULATE(sum(Sheet1[Amount]), GROUPBY(Sheet1, Sheet1[Customer]))
     
    And, for Count, create a calculated measure using
    Count = IF([Sum]>1500,1, 0)
     
    Now, When you can see as below
    CustomerSumYear
    10110500
    10218001
    1039000

     

     

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    Perhaps:

     

    Measure = 
    VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount]))
    RETURN
    COUNTX(FILTER(__table,[__TotalAmount]>1500),[Customer])
    • hpandersen's avatar
      hpandersen
      Frequent Visitor

      Hi Greg_Deckler

       

      That did the job, thanks.

       

      Just one additional question: what if I would like to count amounts between 1000 and 1500?

      I guess I should add one more filter to the COUNTX. I tried that, but it didn't work for me.

      Can you help?

      • Greg_Deckler's avatar
        Greg_Deckler
        Community Champion

        Yeah, it should be:

         

        Measure = 
        VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount]))
        RETURN
        COUNTX(FILTER(__table,[__TotalAmount]<1500 && [__TotalAmount]>1000),[Customer])