topic Re: Aggregate measure subtotal by rank of relationship amount in DAX Commands and Tips

Aggregate measure subtotal by rank of relationship amount

Reisae — Mon, 21 Aug 2023 19:12:23 GMT

I am looking to create a rolling sum of the below table. For example, the new measure would be $390,170 for first row, then 834,590 for the second row. The measure should function and "re-rank" based on the relationship names within the view (filtered)

Amount is a calculated measure performing average of a calculated column (rate * total amount) minus a single filtered relationship name as the base value.

Re: Aggregate measure subtotal by rank of relationship amount

lbendlin — Wed, 23 Aug 2023 00:45:43 GMT

Please provide sample data (with sensitive information removed) that covers your issue or question completely, in a usable format (not as a screenshot). Leave out anything not related to the issue.
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-p/963216
Please show the expected outcome based on the sample data you provided.

https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

Re: Aggregate measure subtotal by rank of relationship amount

v-yueyunzh-msft — Wed, 23 Aug 2023 01:45:14 GMT

Hi , Reisae

According to your description, you want to get the rolling of the [Amount] sort by the filtered [Relationship Name].

For your need , i recommand you to use the slicer to filter the [Relationship Name] so that we can use the ALLSELECTEED() function to get the filter .

Here are the steps you can refer to :
(1)This is my test data, i create a [Amount] measure to simulate your situation.

(2)Then we can create a measure like this:

Rolling Measure = var _t = ADDCOLUMNS( ALLSELECTED('Table'[Relationship Name]) , "Amount" , [Amount] ) var _t2 = ADDCOLUMNS(_t , "flag" ,RANK(DENSE,_t,ORDERBY([Amount],ASC,[Relationship Name],ASC)) ) var _cur_Name= VALUES('Table'[Relationship Name]) var _cur_falg =MAXX( FILTER(_t2 , [Relationship Name] in _cur_Name) , [flag]) return SUMX(FILTER( _t2 ,[flag] <= _cur_falg) , [Amount])

(3)Then we can put the fields we need on the visual and we can get the result as follows:

And when we filter on the slicer , it will also work .

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!

Best Regards,

Aniya Zhang

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