topic Re: Need to sum Sales, but need to flip RETURN transactions to negative before summing in DAX Commands and Tips

Need to sum Sales, but need to flip RETURN transactions to negative before summing

Anonymous — Fri, 24 Jul 2020 01:15:36 GMT

For whatever reason, my company has our return sales values as a positive, so when you pull sales, your totals are high because they are the sum of sales plus the sum of returns.

I need to sum "COMMISSION_SALES_USD_AMOUNT" below, but I need to multiply the last 5 lines of sales by -1 so that they decrease the total rather than increase it.

I need the final values and total to look like the column below on the right.

Thanks in advance!!

Re: Need to sum Sales, but need to flip RETURN transactions to negative before summing

amitchandak — Fri, 24 Jul 2020 02:52:45 GMT

Anonymous , Create a new column like

net sales = if([order_line_trns_desc] ="RETURN",-1*[COMMISSION_SALES_USD_AMOUNT],[COMMISSION_SALES_USD_AMOUNT])

Use the exact return type text and correct column name

Or a measure like this

net sales = sumx(Table, if(Table[order_line_trns_desc] ="RETURN",-1*Table[COMMISSION_SALES_USD_AMOUNT],Table[COMMISSION_SALES_USD_AMOUNT]))

Re: Need to sum Sales, but need to flip RETURN transactions to negative before summing

Anonymous — Fri, 24 Jul 2020 03:01:49 GMT

Thank you amitchandak !

Couple pitfalls, and thank you again for your assistance as I'm new to this.

1 - I'm using Direct Query, so I don't believe I can create a new column

2 - The Transaction Type Description is not just RETURN or ORDER, it is a string of text such as "SALES~ORDLNS~RETURN~1068~EXTERNAL~SELF SHIP.

Can you help me write a measure similar to your SUMX measure that looks for the string "RETURN" rather than '...if = "RETURN"...'?

Also I am not fully aware of the limitations of Direct Query vs Import, is Direct Query capable of writing that type of complicated measure or is it beyond limitations?

Re: Need to sum Sales, but need to flip RETURN transactions to negative before summing

Greg_Deckler — Fri, 24 Jul 2020 03:14:00 GMT

Anonymous - I'm thinking that you could use FIND or SEARCH to determine if your column contains RETURN and then flip it to negative that way.

Re: Need to sum Sales, but need to flip RETURN transactions to negative before summing

Anonymous — Fri, 24 Jul 2020 16:35:46 GMT

// The fact you can't create a calc column is not a show-stopper // but the measure will be slower than it would be if you could // create the column. One solution is this: [Total Amount] = var __returnPrefix = "sales ordlns-return" var __prefixLength = len( __prefix ) return SUMX( T, var __isReturn = left( T[order_line_transaction_type_desc], __prefixLength ) = __returnPrefix var __sign = not( __isReturn ) - __isReturn return __sign * T[commission_sales_usd_amount] )