topic Re: SUM and filter by month in DAX Commands and Tips

SUM and filter by month

am_i_really — Wed, 03 May 2023 15:25:29 GMT

Hi All,

I'm new to DAX and am having some trouble with this measure:

I need to SUM 3 columns from different tables, however when I apply a month filter to the page it does not filter the SUM value so I am looking for a solution to filter the measure by month. I have a date table and would like to filter by Month_Year.

Total Budget = CALCULATE(SUM('Catering Budget'[Catering Budget]) + SUM('Dining Subsidy'[Dining Budget]) + SUM('Office Coffee Budget'[Office Coffee Budget]))

Thanks in advance!

Re: SUM and filter by month

eliasayyy — Wed, 03 May 2023 17:49:36 GMT

Hello are you sure you made relationship between the tables?

Re: SUM and filter by month

Anonymous — Wed, 10 May 2023 07:26:14 GMT

Hi am_i_really ,

I suggest you to create a calendar table and then create relationships between "Calendar" and these three tables.

Calendar = ADDCOLUMNS ( CALENDARAUTO (), "Year", YEAR ( [Date] ), "Month", MONTH ( [Date] ), "Month_Year", FORMAT ( [Date], "MMMM_YYYY" ), "YearMonth", YEAR ( [Date] ) * 100 + MONTH ( [Date] ) )

Result is as below.

Best Regards,
Rico Zhou

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.