topic Re: Calculated column with sum as function in DAX Commands and Tips

Calculated column with sum as function

brief001 — Fri, 11 Nov 2022 10:21:53 GMT

I'm looking for a formula that uses sums as logic that we know in Excel. I want to add a calculated column (orange) in the table below. That sums values of column value if the column values of date and color are equal.

I once came across a formula with the EARLIER function, but I don't know the exact formula to get it to work.

Re: Calculated column with sum as function

daXtreme — Fri, 11 Nov 2022 12:11:35 GMT

Hint: You should never use EARLIER. There is a much better alternative and it's called VARIABLES.

// This is the formula for your column... [Total Value] = var CurrentDate = YourTable[Date] var CurrentColor = YourTable[Color] var Output = sumx( filter( YourTable, YourTable[Date] = CurrentDate && YourTable[Color] = CurrentColor ), YourTable[Value] ) return Output

Re: Calculated column with sum as function

zerotyper — Fri, 11 Nov 2022 12:18:39 GMT

brief001 Hope this is the result you want.

Re: Calculated column with sum as function

daXtreme — Fri, 11 Nov 2022 12:41:00 GMT

zerotyper

A word of caution.

Using CALCULATE in calculated column is a no-no. This slows DAX tremendously down even on moderate sized sets. I've seen many a time formulas like this that brought the engine down to a complete freeze.

Re: Calculated column with sum as function

zerotyper — Fri, 11 Nov 2022 13:00:39 GMT

daXtreme Really thanks for your suggestion.

You are right, just use Variable and simply filter and Aggregation is better than Calculate in a calculated column.

The context transition is too heavy.

Re: Calculated column with sum as function

brief001 — Fri, 11 Nov 2022 13:26:56 GMT

I want to thank you both ( daXtreme & zerotyper ) for the quick and well-functioning response. I have been helped tremendously.

As a result of daXtreme 's additional explanation, I naturally opt for his solution.

Thanks and have a nice weekend!