topic Re: Need help in dax in DAX Commands and Tips

Need help in dax

sravan872 — Mon, 23 Jun 2025 12:03:21 GMT

1. I have a consolidated portfolio table which has fund, security, port wt, esg flag, si flag, asset class, path etc. Now i need to calculate sum(port wt) with filters as security type in (abs,cmbs,mbs) and path in (asset backed).

2. for 4 specific funds i need exclusive filters. for funds ntgf-gbp, ntgflf-eur, ntgf-usd and osgcu sum(port wt) if asset class is sovereign and si flag is 1 that row should be considered and it asset class is sovereign and si flag is 0 that ro should be excluded from sum(port wt).

Point 1 filters should apply for all funds including the funds in point2.

Point 2 filters should be applied to only those 4 funds.

All these needs to be done in single measure and i need port wt.

Re: Need help in dax

FBergamaschi — Mon, 23 Jun 2025 13:01:04 GMT

Hi sravan872,

without tables and/or a pbix, visuals prepared and indication of the desired result it is impossible to answer.

Furthermore, please clarify what you mean by "filters as security type in (abs,cmbs,mbs) and path in (asset backed)"

Best, FB

Re: Need help in dax

sravan872 — Mon, 23 Jun 2025 13:32:27 GMT

Thanks for the reply FBergamaschi. Please find below

In this table, I need a new measure to calculate E/S port wt. The logic need is

ES2 =

CALCULATE(SUM(fund[PORT WT]), FILTER(VW_CONSOLIDATED_PORTFOLIO_ESG_SNAPSHOT,

NOT VW_CONSOLIDATED_PORTFOLIO_ESG_SNAPSHOT[SECURITY_TYPE] IN {"ABS", "CMBS", "MBS"} &&

FUND[PATH_NTGI_ADDCHAR] <> "BACKED")).

To this measure i want to add another filter for 4 specific funds B,C,D & E if asset class is SOV and si flag is 1 then include that row in the sum(port wt), if asset class is sov and si flag is 0 exclude that row from sum(port wt). this logic is only for these 4 funds. Can you help in this please. Let me know if any further details are required?

Thanks.

Re: Need help in dax

FBergamaschi — Mon, 23 Jun 2025 13:50:00 GMT

Hi sravan872,

thanks. Here is what is needed t be clarified/provided:

1 - please copy and past the table (I assume it is the fund table, is this correct?) not as a picture but in a format I can copy and past in Power BI. This should include all tables mentioned in your code (VW_CONSOLIDATED_PORTFOLIO_ESG_SNAPSHOT should be included as well)

2 - the column FUND[PATH_NTGI_ADDCHAR] mentioned in your code is not visible in the table, is that the FUND[PATH] column or another ?

3 - what do you mean in the bold part? "All these needs to be done in single measure and i need port wt."

Best, FB

Re: Need help in dax

Anonymous — Wed, 25 Jun 2025 04:08:38 GMT

Hi sravan872
Thank you for reaching out to the Microsoft fabric community forum. Thank you FBergamaschi for your inputs on this issue.

After thoroughly reviewing the details you provided, I was able to reproduce the scenario, and it worked on my end. I have used it as sample data on my end and successfully implemented it.

I am also including .pbix file for your better understanding, please have a look into it:

If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

Thank you for using Microsoft Community Forum.

Re: Need help in dax

FBergamaschi — Wed, 25 Jun 2025 16:06:54 GMT

My code

ES2 =

CALCULATE (

SUM ( 'PowerBI_Sample_Portfolio'[PORT WT] ),

FILTER (

'PowerBI_Sample_Portfolio',

NOT 'PowerBI_Sample_Portfolio'[SECURITY TYPE] IN { "ABS", "CMBS", "MBS" }

&& 'PowerBI_Sample_Portfolio'[PATH] <> "BACKED"

NOT 'PowerBI_Sample_Portfolio'[FUND] IN { "B", "C", "D", "E" }

(
'PowerBI_Sample_Portfolio'[FUND] IN { "B", "C", "D", "E" }

&&
(
'PowerBI_Sample_Portfolio'[ASSET CLASS] = "SOV"

&& 'PowerBI_Sample_Portfolio'[SI FLAG] = 1
)
)

)

my code is a bit different than the one from v-tsaipranay, let us know if either of the two understood fully your request

Pls mark as kudos and solution in case my answer or v-tsaipranay one!

Best

Re: Need help in dax

Anonymous — Sun, 29 Jun 2025 01:04:58 GMT

Hi sravan872 ,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you.

Re: Need help in dax

Anonymous — Tue, 01 Jul 2025 14:20:40 GMT

Hi sravan872 ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

Re: Need help in dax

Anonymous — Fri, 04 Jul 2025 04:01:18 GMT

Hi sravan872 ,

Just wanted to check if you had the opportunity to review the suggestion provided?
If the response has addressed your query, please Accept it as a solution so other members can easily find it.

Thank You