Combine according to condition

[jimpatel]

Hi,

Thanks for looking at my post.

I am looking for dax formula to do the below please?

Any help will be much appreciated 

I have year/month and name column and i wanted to combine the "Total" according to Year/Month and if is in "Name1,Name3 or Name5" and ignore the rest

Any idea please?

Thanks a lot 

[jimpatel]

Perfect. Thanks a lot 🙂

[jimpatel]

Hi,

Thanks a lot for your reply.

May i know do i need to create second table for this measure? Can we not do it in the same table?

Thanks a lot again

[Joe_Barry]

Expected Result = 
IF( Table1[Name] in {"Name4", "Name2"} , BLANK(), 
CALCULATE(
SUM(Table1[Total]), 
FILTER('Table1', 
   'Table1'[Year] = Earlier('Table1'[Year]) && 
   'Table1'[Month] = Earlier('Table1'[Month]) &&
   'Table1'[Name] in  {"Name1", "Name3", "Name5"})))

This should work, add a custom column and this measure

[jimpatel]

Thanks a lot for your time.

I am getting error in Earlier any idea please?

[Joe_Barry · Accepted solution]

You need to reference the Year column so it should be

Earlier('Table1'[Year])

Please change out the Table1 part to the actual name of your table

[Joe_Barry]

Hi @jimpatel 

Dax solution

In the second table add a column and enter this measure

Expected Result =
CALCULATE (
    SUM('Table1'[Total]), 
    FILTER (
        'Table1',
        'Table1' [Year] = 'Table2'[Year] &&
        'Table1' [Month] = 'Table2'[Month] &&
        'Table1' [Name] in  {"Name1, "Name3", "Name5"}
)

Joe

If you found my answer helpful and it solved your issue, please accept as solution