topic Re: DAX Function to sum values by similar date in DAX Commands and Tips

DAX Function to sum values by similar date

vivekgupta84 — Sat, 16 Mar 2024 16:29:26 GMT

I have attached the data. I need a sum of values for each date. For example,

1 Jan. 19: (1200+275-929-30-464+198+884) = 1134

I have also a slicer in the report So I can filter the values by P1, P2, P3....

Why, I'm doing this? I want to calculate the number of days where the total value is greater than 0.

Re: DAX Function to sum values by similar date

lbendlin — Sat, 16 Mar 2024 20:27:48 GMT

Sounds good. What have you tried and where are you stuck? Did you try SUMMARIZECOLUMNS?

Re: DAX Function to sum values by similar date

Dangar332 — Sat, 16 Mar 2024 20:49:27 GMT

hi, vivekgupta84

below measure might work

Measure = var a = SUMX( FILTER(ALL('Table'[date],'Table'[value],'Table'[p type]), 'Table'[date]=MAX('Table'[date]) ), 'Table'[value]) return COUNTX(FILTER(SUMMARIZE('Table','Table'[date],"sd",a),[sd]>0),1)

Re: DAX Function to sum values by similar date

vivekgupta84 — Sun, 17 Mar 2024 06:36:06 GMT

Hi Dangar332

It's not working. It is giving output 1229. I don't know what it is calculating.

Is there any option to create a calculated column for this? I also want to filter it using a P-type column.

Re: DAX Function to sum values by similar date

vivekgupta84 — Sun, 17 Mar 2024 06:37:37 GMT

Hi lbendlin,

I have tried multiple DAX functions. Yes, I have tried to summarize columns but was unable to get the expected output.

Re: DAX Function to sum values by similar date

lbendlin — Sun, 17 Mar 2024 18:21:26 GMT

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to 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.

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

Re: DAX Function to sum values by similar date

JamesFR06 — Sun, 17 Mar 2024 21:04:58 GMT

Please try this measure

CntDays =

var ActivDate=SELECTEDVALUE(CountDays[Date])

var base=CALCULATE(sum(CountDays[Value]),ALLSELECTED(CountDays[P Type]))

var result=if(base>0,1,0)

return

result

And at the end you put this measure on your panel with a value on 1

Re: DAX Function to sum values by similar date

vivekgupta84 — Mon, 18 Mar 2024 11:03:04 GMT

Hi lbendlin

Thanks for the response. Here is the dataset - https://docs.google.com/spreadsheets/d/1ONfzT9f_2jA5daZfztP9L1HSgOBsqX8g/edit?usp=sharing&ouid=105955560537332338579&rtpof=true&sd=true

I have attached a short dataset. The data has multiple years of data and around 10 P-type. The data has three columns P-type, Date and value.

I need a sum of value by date.

For example,

Portfolio 1	1-Jan-19	1200
Portfolio 2	1 -Jan-19	275
Portfolio 3	1-Jan-19	-929

then the output for 1-Jan-19 is 546.

I want this output to be filtered by P-type. So, when I click Portfolio1 in the slicer it will show 1200 only and when I click Portfolio 1 and 2 then it will show 1475.

This is about the calculation.
------------------------------------------------------------------------------------------------------------------------------
I want to perform multiple calculations on this summarized output. Like monthly avg., daily avg., count of days where value is greater then 0, Highest and value in a day.

Re: DAX Function to sum values by similar date

lbendlin — Mon, 18 Mar 2024 16:07:27 GMT

You don't need an explicit computation for that. Put the data in a matrix visual and Power BI will implicitly calculate it for you

Re: DAX Function to sum values by similar date

vivekgupta84 — Tue, 19 Mar 2024 06:09:55 GMT

Hi lbendlin
Thanks for the response. I know that Power BI will calculate these implicitly in the matrix visual. But I need a Card visual to show the data.

For example, I have to calculate the count of dates where the value is greater than 0 "or" Maximum value for a date etc.

Re: DAX Function to sum values by similar date

Dangar332 — Tue, 19 Mar 2024 06:49:21 GMT

hi, vivekgupta84

no need of calculation

just drag your p-type to slicer and value column to card visual

when you select portfolio 1 then it show 1200

when you select portfolio 1 & 2 then it show 1475