topic Use double filter when calculating a sum in DAX Commands and Tips

Use double filter when calculating a sum

ThomasSan — Sun, 02 Oct 2022 10:14:48 GMT

Hi everyone,

I have the following table:

Order ID	Order Date	Order Value	Customer
O1	01.01.2021	248,00 €	C1
O16	19.01.2022	40,00 €	C1
O15	12.03.2021	112,00 €	C2
O9	15.03.2021	599,00 €	C2
O8	22.04.2022	567,00 €	C2
O2	30.04.2022	457,00 €	C1

I am creating a company specific view where the user can filter the page with the help of a customer filter. In this company specific view, I would like to create a pie chart in which I can show the share of sales to the selected customer in 2022 to the total. It should look as follows:

My DAX formula for C1 works fine*. However, my DAX formula for Rest does not quite work. It looks as follows:

Gross Margin CY ALL = calculate( sum(OrderDetails[Unit Margin]), all(), filter(Orders, year(Orders[Order Date]) = 2022 ) )

As you can see, while I would like to keep the date filter, I would like to extend my calculate to all customers. However, I only seem to get the same value returned Can anyone please help me in correcting my DAX formula?

-------------------------

* formula looks as follows:

Gross Margin CY= calculate( sum(OrderDetails[Unit Margin]), filter(Orders, year(Orders[Order Date]) = 2022 ) )

Re: Use double filter when calculating a sum

tamerj1 — Sun, 02 Oct 2022 11:46:24 GMT

Hi ThomasSan

please try

Gross Margin CY Other = CALCULATE ( SUM ( OrderDetails[Unit Margin] ), ALL (), FILTER ( Orders, YEAR ( Orders[Order Date] ) = 2022 && Orders[Customer] <> SELECTEDVALUE ( Orders[Customer] ) ) )

Re: Use double filter when calculating a sum

v-yueyunzh-msft — Mon, 03 Oct 2022 07:24:41 GMT

Hi , ThomasSan

You want to show the value of the selected Customer and the value of the other Customer in the pie chart. Right?

Here are the steps you can refer to :

(1)This is my test data:

(2)We can create two measures :

Custom Value = SUMX( FILTER('Sheet1',YEAR('Sheet1'[Order Date])=2022 ) , 'Sheet1'[Order Value])

Rest = SUMX( FILTER(ALL(Sheet1) , YEAR('Sheet1'[Order Date]) =2022 && 'Sheet1'[Customer] <> SELECTEDVALUE('Sheet1'[Customer]) ),'Sheet1'[Order Value])

(3)Then we can put the [Customer] in slice and the measure in the pie chart and we will meet your need :

If this method does not meet your needs, you can provide us with your special sample data and the desired output sample data in the form of tables, so that we can better help you solve the problem.

Best Regards,

Aniya Zhang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Re: Use double filter when calculating a sum

ThomasSan — Mon, 03 Oct 2022 07:43:20 GMT

Hi tamerj1 ,

thank you for your reply. Unfortunately, I get a (Blank) returned which I do not quite understand. My filter is using Orders[Customer] so I do not quite know why it won't respond to SELECTEDVALUE(Orders[Customer]). Naturally, I checked the data and there are other sales by customers that are not C1 in that year. Do you maybe know where else I could check or what else might help?

Edit:
I realize that the problem is that in my larger data set, I have more than two customers. I was not aware that my data extract with only two customers may pose an issue here. Do you know how to transform the SELECTEDVALUE(Orders[Customer]) bit to a list? I have already unsuccessfully tried not(Orders[Customers] in {SELECTEDVALUE(Orders[Customer])})

Re: Use double filter when calculating a sum

ThomasSan — Mon, 03 Oct 2022 07:46:41 GMT

Thank you for your response, v-yueyunzh-msft !

Unfortunately, in my description above, I failed to mention that I have more than two customers. Do you happen to know how to successfully transform the "<> SELECTEDVALUE('Sheet1'[Customer]) " bit into a list?

Re: Use double filter when calculating a sum

tamerj1 — Mon, 03 Oct 2022 07:53:48 GMT

ThomasSan
Please try

Gross Margin CY Other = CALCULATE ( SUM ( OrderDetails[Unit Margin] ), ALL (), FILTER ( Orders, YEAR ( Orders[Order Date] ) = 2022 && NOT ( Orders[Customer] IN VALUE ( Orders[Customer] ) ) ) )

Re: Use double filter when calculating a sum

ThomasSan — Mon, 03 Oct 2022 08:20:35 GMT

tamerj1

Unfortunately, it says "The function expects a table expression for argument '2', but a string or numeric expression was used." here

Re: Use double filter when calculating a sum

tamerj1 — Mon, 03 Oct 2022 08:36:59 GMT

ThomasSan
Sorry a typo mistake. Missed the "S" in VALUE(S)

Gross Margin CY Other = CALCULATE ( SUM ( OrderDetails[Unit Margin] ), ALL (), FILTER ( Orders, YEAR ( Orders[Order Date] ) = 2022 && NOT ( Orders[Customer] IN VALUES ( Orders[Customer] ) ) ) )

Re: Use double filter when calculating a sum

v-yueyunzh-msft — Mon, 03 Oct 2022 08:39:07 GMT

Hi, ThomasSan

You can replace the [Rest] measure :

Rest = VAR _slice = VALUES('Sheet1'[Customer]) return SUMX( FILTER(ALL(Sheet1) , YEAR('Sheet1'[Order Date]) =2022 && not 'Sheet1'[Customer] in _slice ),'Sheet1'[Order Value])

The result is as follows:

Best Regards,

Aniya Zhang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Re: Use double filter when calculating a sum

ThomasSan — Mon, 03 Oct 2022 13:55:24 GMT

v-yueyunzh-msft

thanks, that was the solution!