Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Power BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.

Reply
FahadQ
New Member

Dax Formula Help - For given columns and filter value SUM another column

I have inputted the data set below and power bi report layout I would like to acheive

 

Basically I need to know the DAX formula for 

 

SUM (VarGroup) for given PolicyNumber, WS Instance, penedid,Coverage Date, where status = Active

 

Report

PolicyNumberCov Eff DateAuto AddedEndorsement CodeEndorsement TitleEndorsement Effective DateCancel DateEndorsement Expiry DateSignature RequiredSigned by PolicyholderVarGroup
GE 1 36131September 1, 2017NoSC001ExclusionJuly 1, 2015  No 5
GE 1 36131September 1, 2016NoSC001ExclusionJuly 1, 2015  No 5
GE 1 36131September 1, 2015NoSC001ExclusionJuly 1, 2015  No 5
GE 1 36131September 1, 2014NoSC001ExclusionJuly 1, 2015  No 5
GE 1 36131September 1, 2014NoSC001ExclusionSeptember 1, 2014June 30, 2015 No  
GE 1 36131September 1, 2013NoSC001ExclusionSeptember 1, 2010  No 2
GE 1 36131September 1, 2012NoSC001ExclusionSeptember 1, 2010  No 2

 

 

Data

PolicyNumberAuto AddedEndorsement CodeEndorsement TitleEndorsement Effective DateCancel DateCov Eff DateEndorsement Expiry DateSignature RequiredSigned by PolicyholderNameValuesWS InstancePen ENDIDStatusDetail IDVariable IDVarGroup
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2014 No Excluded from ABCTokyo8511104902931Active318372311871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2014 No Excluded from ABCTsuk8511104902931Active318372111871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2014 No Excluded from ABCTowa8511104902931Active318372211871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2014 No Excluded from ABCHanwa8511104902931Active318372411871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2014 No Excluded from ABCJap8511104902931Active318372511871
GE 1 36131NoSC001ExclusionSeptember 1, 2014June 30, 2015September 1, 2014 No Excluded from ABCHanwa8511104902930Cancelled31837181187 
GE 1 36131NoSC001ExclusionSeptember 1, 2014June 30, 2015September 1, 2014 No Excluded from ABCTowa8511104902930Cancelled31837161187 
GE 1 36131NoSC001ExclusionSeptember 1, 2014June 30, 2015September 1, 2014 No Excluded from ABCTsuk8511104902930Cancelled31837151187 
GE 1 36131NoSC001ExclusionSeptember 1, 2014June 30, 2015September 1, 2014 No Excluded from ABCJap8511104902930Cancelled31837191187 
GE 1 36131NoSC001ExclusionSeptember 1, 2014June 30, 2015September 1, 2014 No Excluded from ABCTokyo8511104902930Cancelled31837171187 
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2017 No Excluded from ABCJap1000286570804Active449271011871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2017 No Excluded from ABCTsuk1000286570804Active449270611871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2017 No Excluded from ABCTowa1000286570804Active449270711871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2017 No Excluded from ABCTokyo1000286570804Active449270811871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2017 No Excluded from ABCHanwa1000286570804Active449270911871
GE 1 36131NoSC001ExclusionSeptember 1, 2010 September 1, 2013 No Excluded from ABCTsuk7658254014096Active255882811871
GE 1 36131NoSC001ExclusionSeptember 1, 2010 September 1, 2013 No Excluded from ABCtowa7658254014096Active255882911871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2016 No Excluded from ABCHanwa9953826510535Active444586311871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2016 No Excluded from ABCTsuk9953826510535Active444586011871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2016 No Excluded from ABCTokyo9953826510535Active444586211871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2016 No Excluded from ABCTowa9953826510535Active444586111871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2016 No Excluded from ABCJap9953826510535Active444586411871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2015 No Excluded from ABCTokyo9087785507017Active366435811871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2015 No Excluded from ABCTsuk9087785507017Active366435611871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2015 No Excluded from ABCTowa9087785507017Active366435711871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2015 No Excluded from ABCHanwa9087785507017Active366435911871
GE 1 36131NoSC001ExclusionJuly 1, 2015 September 1, 2015 No Excluded from ABCjap9087785507017Active366436011871
GE 1 36131NoSC001ExclusionSeptember 1, 2010 September 1, 2012 No Excluded from ABCTsuk6976483354307Active211183911871
GE 1 36131NoSC001ExclusionSeptember 1, 2010 September 1, 2012 No Excluded from ABCtowa6976483354307Active211184011871

 

1 ACCEPTED SOLUTION
ERD
Community Champion
Community Champion

Hi @FahadQ , try this measure: 

_VarGroup = CALCULATE( SUM( data[VarGroup] ), data[Status] = "Active" )

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Appreciate your Kudos.

Check out my latest demo report in the data story gallery.

Stand with Ukraine!


Here are official ways you can support Ukraine financially (accounts with multiple currencies):
1) Support the Armed Forces of Ukraine: https://bank.gov.ua/ua/about/support-the-armed-forces
2) Come Back Alive foundation: https://www.comebackalive.in.ua/

Thank you!

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Hi @FahadQ ,

Did the above suggestions help with your scenario? if that is the case, you can consider Kudo or Accept the helpful suggestions to help others who faced similar requirements.

If these also don't help, please share more detailed information and description to help us clarify your scenario to test.

How to Get Your Question Answered Quickly 

Regards,

Xiaoxin Sheng

ERD
Community Champion
Community Champion

Hi @FahadQ , try this measure: 

_VarGroup = CALCULATE( SUM( data[VarGroup] ), data[Status] = "Active" )

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Appreciate your Kudos.

Check out my latest demo report in the data story gallery.

Stand with Ukraine!


Here are official ways you can support Ukraine financially (accounts with multiple currencies):
1) Support the Armed Forces of Ukraine: https://bank.gov.ua/ua/about/support-the-armed-forces
2) Come Back Alive foundation: https://www.comebackalive.in.ua/

Thank you!

Helpful resources

Announcements
June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.