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SteveMBSDO
Helper I
Helper I

Calculate Sum when lookup value is in search colu

Hello,

 

I want to calculate the SUM of the ratio for each month. What I would expect is value 138,26 in every row in column ‘Sum of Ratio’ when month = 1. And another value that corresponds to the sum of that month.

 

When I hardcode value 1 in the fitler it works (but that's not the solution ofcourse 😉
->   FILTER(dimCalculations, dimCalculations[Month] = 1)

 

My approach comes from excel, but I guess that doesn’t work here. Can anyone help me in the right direction?

 

SteveMBSDO_0-1682335182069.png

 

Kind regards,

Steve

1 ACCEPTED SOLUTION
FreemanZ
Super User
Super User

hi @SteveMBSDO 

try like:

Sum of Ratio = 
SUMX(
    FILTER(
        dimCalculations,
        dimCalculations[Month] =  EARLIER(dimCalculations[Month])
        ),
    dimCalculations[Ratio]
)

View solution in original post

3 REPLIES 3
FreemanZ
Super User
Super User

or like:

Sum of Ratio =
CALCULATE(
    SUM(dimCalculations[Ratio]),
    ALLEXCEPT(dimCalculations, dimCalculations[Month])
)
FreemanZ
Super User
Super User

hi @SteveMBSDO 

try like:

Sum of Ratio = 
SUMX(
    FILTER(
        dimCalculations,
        dimCalculations[Month] =  EARLIER(dimCalculations[Month])
        ),
    dimCalculations[Ratio]
)

Great! Thank you FreemanZ. Both of your answers work ;-)!

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