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aminw0u's avatar
aminw0u
Frequent Visitor
8 years ago

Summary Error with IF Statement

Hello,

 

I'm having issues with an IF and/or SUMX formula. I essentially need the calculation done at every line level & then aggregated. With my first attempt using IF, the results are correct at the line level but don't sum up properly. It should show $21K, not $35K.

 

I assume I really need to be using SUMX, but that doesn't seem to be calcing at the line level correctly. Can anyone help pinpoint what I'm doing wrong? Here are my measures:

 

 

08.a Expired Release via Scrap = IF([01. Expired PQ] < [07. Gross Scrap] , [01. Expired PQ] , [07. Gross Scrap] ) * -1

 

08.a2 Expired Release via Scrap = CALCULATE(SUMX(EEORE, IF([01. Expired PQ] < [07. Gross Scrap] , [01. Expired PQ] , [07. Gross Scrap]) * -1 ))

 

 

 

 

Thanks! 

J

 

11 Replies

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee

    Hi aminw0u

     

    Are the lines in your matrix an exact match to the lines in your source data?  Or are these aggregated values?

    • aminw0u's avatar
      aminw0u
      Frequent Visitor

      They are aggregated on some level. I have a data set with 34 columns & I only pulled 7 of those into my filter to drill down through before I got to what you see here.

      • Phil_Seamark's avatar
        Phil_Seamark
        Microsoft Employee

        So for SKU Name 87 you have a values of $71 and $88

         

        Are these values based on multiple rows that have been aggretated to this single line?

  • v-ljerr-msft's avatar
    v-ljerr-msft
    Microsoft Employee

    Hi aminw0u,

     

    According to your descriptions above, you may need to firstly summarize your data at [Generic SKU Name] level, then use SUMX to get the correct total in your scenario. The formula below is for your reference. :smileyhappy:

    08.a Expired Release via Scrap =
    SUMX (
        SUMMARIZE (
            EEORE,
            EEORE[Generic SKU Name],
            "abc", IF ( [01. Expired PQ] < [07. Gross Scrap], [01. Expired PQ], [07. Gross Scrap] )
                * -1
        ),
        [abc]
    )
    

     

    Regards

    • aminw0u's avatar
      aminw0u
      Frequent Visitor

      I think it makes sense to summarize, but when I do that, it gives me an answer that is even more incorrect than before unfortunately. :smileysad: The 08.3 column is the one that includes the summarize formula.

       

      08.e Expired Release via Scrap =
      SUMX (
      SUMMARIZE (
      EEORE,
      EEORE[Generic SKU Name],
      "abc", IF ( [01. Expired PQ] < [07. Gross Scrap], [01. Expired PQ], [07. Gross Scrap] )
      * -1
      ),
      [abc]
      )