topic sumX in Desktop

sumX

Dellis81 — Mon, 11 Sep 2023 22:36:58 GMT

Hello,

I know this is a simple solution, but after reviewing and testing multiple potential solutions - still not quite there.

Wanting to calculate the time interval buckets for an AR/AP aging report. I have a measure that appears to be working correctly at the invoice level, but when summing to the vendor or grand total level, I have a blank.

This is more most recent version of measure

AgingBucket >0 = Var Days = 0 //VAR MinBucket = [InvoiceDueDateM]+Days //Var MaxBucket = minbucket+30 Var VendorTotal = sumx(VALUES(TADConsolidated[Vendor]), VAR MinBucket = [InvoiceDueDateM]+Days Var MaxBucket = minbucket+30 Return SWITCH(TRUE(), [MaxDate]>MinBucket&&[MaxDate]<=MaxBucket,[Net Invoice Due TEST], BLANK())) Return VendorTotal

I have also attempted a calculate with a filter for data brackets, but get the error - SumX does not allow for boolean values, thus I found a reference of using a switch statement to work around.

I truly appreciate the Forum's generosity!

Re: sumX

Greg_Deckler — Tue, 12 Sep 2023 02:04:51 GMT

Dellis81 First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8

Re: sumX

Dellis81 — Tue, 12 Sep 2023 12:37:05 GMT

Greg_Deckler , thank you for responding and links.

I have seen your posts in prior efforts, and agree - wrong totals are a real challenge. I had even voted for for this idea (provided link) sometime ago. Good to know there are potential solutions coming.

Unfortunately, I am still not getting your proposed measure working. The results still pulls a blank. (I realize I still need to do the if onevalue component, but thought I would at least get the totals to pull in)

AgingBucket >0 Test = Var calcTable = SUMMARIZE(TADConsolidated,[Vendor],"__value",[AgingBucket >0]) Var VendorTotal1 = sumx(calcTable,[__value]) Return VendorTotal1

Here's my "single measure" in your terminology. Note, I have attempted to use a switch and an if statement to see if that helps in the totals calculates. Both methods return the same result.

AgingBucket >0 = Var Days = 0 VAR MinBucket = [InvoiceDueDateM]+Days Var MaxBucket = minbucket+30 Var SingleM = SWITCH(TRUE(), [MaxDate]>MinBucket&&[MaxDate]<=MaxBucket,[Net Invoice Due TEST], BLANK()) Var SingleM2 = if([MaxDate]>MinBucket&&[MaxDate]<=MaxBucket,[Net Invoice Due TEST], BLANK()) Return SingleM //SingleM2

Thank you!