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vivekgupta84
Frequent Visitor

DAX Function to sum values by similar date

I have attached the data. I need a sum of values for each date. For example, 

1 Jan. 19:  (1200+275-929-30-464+198+884) = 1134

I have also a slicer in the report So I can filter the values by P1, P2, P3....

Why, I'm doing this? I want to calculate the number of days where the total value is greater than 0.

Screenshot (529).png

1 ACCEPTED SOLUTION

hi, @vivekgupta84 

 

no need of calculation

just drag your p-type to slicer and value column to card visual

when you select portfolio 1 then it show 1200

Dangar332_0-1710830893943.png

when you select portfolio 1 & 2 then it show 1475

Dangar332_1-1710830940785.png

 

View solution in original post

10 REPLIES 10
vivekgupta84
Frequent Visitor

Hi @lbendlin 

Thanks for the response. Here is the dataset - https://docs.google.com/spreadsheets/d/1ONfzT9f_2jA5daZfztP9L1HSgOBsqX8g/edit?usp=sharing&ouid=10595... 

I have attached a short dataset. The data has multiple years of data and around 10 P-type. The data has three columns P-type, Date and value. 

I need a sum of value by date. 

For example,  

Portfolio 1     1-Jan-19    1200
Portfolio 2    1 -Jan-19     275
Portfolio 3   1-Jan-19     -929


then the output for 1-Jan-19 is 546. 

I want this output to be filtered by P-type. So, when I click Portfolio1 in the slicer it will show 1200 only and when I click Portfolio 1 and 2 then it will show 1475. 

This is about the calculation.
------------------------------------------------------------------------------------------------------------------------------
I want to perform multiple calculations on this summarized output. Like monthly avg., daily avg., count of days where value is greater then 0, Highest and value in a day.  

hi, @vivekgupta84 

 

no need of calculation

just drag your p-type to slicer and value column to card visual

when you select portfolio 1 then it show 1200

Dangar332_0-1710830893943.png

when you select portfolio 1 & 2 then it show 1475

Dangar332_1-1710830940785.png

 

You don't need an explicit computation for that. Put the data in a matrix visual and Power BI will implicitly calculate it for you

lbendlin_0-1710778037338.png

 

Hi @lbendlin 
Thanks for the response. I know that Power BI will calculate these implicitly in the matrix visual. But I need a Card visual to show the data. 

For example, I have to calculate the count of dates where the value is greater than 0 "or" Maximum value for a date etc.

JamesFR06
Resolver IV
Resolver IV

Hi

 

Please try this measure

JamesFR06_0-1710709423749.png

CntDays =
var ActivDate=SELECTEDVALUE(CountDays[Date])
var base=CALCULATE(sum(CountDays[Value]),ALLSELECTED(CountDays[P Type]))
var result=if(base>0,1,0)
return
result
 
And at the end you put this measure on your panel with a value on 1
JamesFR06_1-1710709491937.png

 

Dangar332
Super User
Super User

hi, @vivekgupta84 

below measure might work

Measure = 
var a = SUMX(
    FILTER(ALL('Table'[date],'Table'[value],'Table'[p type]),
    'Table'[date]=MAX('Table'[date])
    ),
   'Table'[value])
return
COUNTX(FILTER(SUMMARIZE('Table','Table'[date],"sd",a),[sd]>0),1)

Hi @Dangar332 

It's not working. It is giving output 1229. I don't know what it is calculating. 

Is there any option to create a calculated column for this? I also want to filter it using a P-type column.


lbendlin
Super User
Super User

Sounds good. What have you tried and where are you stuck?  Did you try SUMMARIZECOLUMNS?

Hi @lbendlin

I have tried multiple DAX functions. Yes, I have tried to summarize columns but was unable to get the expected output.

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information or anything not related to the issue or question.

If you are unsure how to upload data please refer to https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

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