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gumis_rulez
Helper I
Helper I

Creating Summarize and referencing it in the same function to sum up values

Hi,

I am trying to make a summarize table (summarizing customers number of orders and total value of those orders) and then would like to refer to it in SUM function to sum sales only those customers who have number of orders less or equal 3. The below code returns total sales of all customers - like a filter does not work. What am I doing wrong?

 

NewCustomersSales =
VAR CustomerOrders =
    SUMMARIZE(
        Orders,
        Orders[CompanyName],
        "OrdersCount", DISTINCTCOUNT(Orders[OrderID]),
        "TotalSales", SUM(Orders[Sales])
    )
RETURN
    CALCULATE(
        SUMX(
            CustomerOrders,
            [TotalSales]
        ),
        FILTER(
            CustomerOrders,
            [OrdersCount] <= 3
        )
    )
1 ACCEPTED SOLUTION
Jihwan_Kim
Super User
Super User

Hi,

Please try something like below whether it suits your requirement.

 

NewCustomersSales =
VAR CustomerOrders =
    SUMMARIZE (
        Orders,
        Orders[CompanyName],
        "OrdersCount", CALCULATE ( DISTINCTCOUNT ( Orders[OrderID] ) ),
        "TotalSales", CALCULATE ( SUM ( Orders[Sales] ) )
    )
RETURN
    SUMX ( FILTER ( CustomerOrders, [OrdersCount] <= 3 ), [TotalSales] )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


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View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi,

Please try something like below whether it suits your requirement.

 

NewCustomersSales =
VAR CustomerOrders =
    SUMMARIZE (
        Orders,
        Orders[CompanyName],
        "OrdersCount", CALCULATE ( DISTINCTCOUNT ( Orders[OrderID] ) ),
        "TotalSales", CALCULATE ( SUM ( Orders[Sales] ) )
    )
RETURN
    SUMX ( FILTER ( CustomerOrders, [OrdersCount] <= 3 ), [TotalSales] )

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.
lbendlin
Super User
Super User

 

 

NewCustomersSales =
VAR CustomerOrders =
    SUMMARIZE(
        Orders,
        [CompanyName],
        "OrdersCount", DISTINCTCOUNT([OrderID]),
        "TotalSales", SUM([Sales])
    )
RETURN
    SUMX(
        FILTER(
            CustomerOrders,
            [OrdersCount] <= 3
        ),
            [TotalSales]
     )
        
    

 

 

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