topic Re: Sum column A, B if column C has specific value else return sum column A in DAX Commands and Tips

Sum column A, B if column C has specific value else return sum column A

alsm — Fri, 30 Jun 2023 15:34:34 GMT

Hello,

My data looks like

Id	Category	Sensi1	Sensi2
1	A	100	-50
2	B	200	-60
3	A	300	-70
4	B	400	-80
5	B	500	-90

I want to implement that is Category = A then return Sensi1 + Sensi2 else return Sensi1. How would I do that?

Re: Sum column A, B if column C has specific value else return sum column A

Martin_D — Fri, 30 Jun 2023 15:51:59 GMT

Hi alsm ,

try

Conditional Sum = SUMX ( VALUES ( 'Table'[Category] ), CALCULATE ( SUM ( 'Table'[Sensi1] ) ) + IF ( 'Table'[Category] = "A", CALCULATE ( SUM ( 'Table'[Sensi2] ) ) ) )

Re: Sum column A, B if column C has specific value else return sum column A

alsm — Fri, 30 Jun 2023 19:33:14 GMT

Martin_D , thank you. It works.. though the first part

 VALUES ( 'Table'[Category] )

is non-intuitive . Its basically saying evaluate every line on the dashboard. Is it correct?

I tried and created another variant

total_sensi =
VAR sensi1 =
CALCULATE ( SUM ( Table[Sensi1] ) )
VAR sensi2 =
CALCULATE ( SUM ( Table[Sens2] ), FILTER ( Table, Table[Sensi2] = "A" ) )
VAR total_sensi = sensi1 + sensi2
RETURN
total_sensi

Answers are same in both cases, is there a way to say one solution is more optimal than other?

Re: Sum column A, B if column C has specific value else return sum column A

Martin_D — Fri, 30 Jun 2023 19:56:05 GMT

I was not 100% sure whether you want to use it as a measure or calculated column, so I wrote code that works for both. Actually, the same should be true for your solution. In a visual that shows values by Category both solution should perform about the same. With a large number of categories yours might be even faster in the grand total.

Re: Sum column A, B if column C has specific value else return sum column A

alsm — Fri, 30 Jun 2023 20:03:02 GMT

Thank you for your reply and showing me another way to do it....

FYI: I created a measure (not a column)