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For those haters of CALCULATE like @Greg_Deckler, I challenge you to create a measure without CALCULATE that performs anywhere close to the same speed as this very simple measure that switches to an inactive relationship. It must also not break if a simple filter from any of the dimension tables is applied.
Sales Amount (Delivered) =
CALCULATE (
SUM ( Sales[SalesAmount] ),
USERELATIONSHIP ( Sales[DeliveredDateKey], 'Calendar'[DateKey] )
)
Please use the attached file.
Report preview:
As expected, we can see that sales during periods without a discount promotion have products delivered in promotion months.
Solved! Go to Solution.
Hi @AlexisOlson & @Greg_Deckler
This one uses neither CALCULATE nor CALCULATETABLE and performs faster than the original one
Sales Amount (Delivered) 2 =
VAR SelectedSales = ALLSELECTED ( Sales )
VAR SummarySales =
SUMMARIZE (
SelectedSales,
Sales[DeliveredDateKey],
"@SalesAnount", SUM ( Sales[SalesAmount] )
)
RETURN
SUMX (
VALUES ( 'Calendar'[DateKey] ),
VAR FilteredSales = FILTER ( SummarySales, [DeliveredDateKey] = 'Calendar'[DateKey] )
RETURN
SUMX ( FilteredSales, [@SalesAnount] )
)
@AlexisOlson Good challenge! I am a Pro CALCULATE but recommend users not to stick with a single side.
Here are my solutions:
Solution 1 using INNERJOIN, performs in 40ms without any filter
Delivered Amount AS =
VAR Dates =
SELECTCOLUMNS (
VALUES ( 'Calendar'[DateKey] ),
"DeliveredDateKey", 'Calendar'[DateKey] & ""
)
VAR SalesByDelivery =
SELECTCOLUMNS (
SUMMARIZE (
ALLSELECTED ( Sales ),
Sales[DeliveredDateKey],
"Sum", SUM ( Sales[SalesAmount] )
),
"DeliveredDateKey", [DeliveredDateKey] & "",
"Sales", [Sum]
)
VAR Result =
SUMX (
NATURALINNERJOIN ( Dates, SalesByDelivery ),
[Sales]
)
RETURN
Result
Solution 2 using CONTAINSROW or the IN performs in 23 ms
Delivered Amount AS 2 =
VAR SalesByDeliveryDate =
SUMMARIZE (
ALL ( Sales ),
Sales[DeliveredDateKey],
"TotalSales", SUM ( Sales[SalesAmount] )
)
VAR CurrentYearRows =
FILTER (
SalesByDeliveryDate,
CONTAINSROW (
VALUES ( 'Calendar'[DateKey] ),
Sales[DeliveredDateKey]
)
)
VAR Result =
SUMX ( CurrentYearRows, [TotalSales] )
RETURN
Result
Cumulative Total - I added a YearMonth column in the Dates table, since we are not showing date level I decided to reduce granularity, takes about 50ms.
CT DeliveredAmount AS =
VAR SalesByDelivery =
SUMMARIZE (
ALL ( Sales ),
Sales[DeliveredDateKey],
"@TotalSales", SUM ( Sales[SalesAmount] ),
"@YearMonth", YEAR ( Sales[DeliveredDateKey] ) * 100 + MONTH ( Sales[DeliveredDateKey] )
)
VAR Result =
SUMX (
FILTER (
SalesByDelivery,
[@YearMonth] <= MAX ( 'Calendar'[YearMonth] )
),
[@TotalSales]
)
RETURN
Result
@tamerj1 I tried and your code and it returns incorrect subtotals.
I'm awarding the win to @tamerj1 for the original problem. It's about 20ms in testing on my machine instead of 10ms for mine but that's still super fast.
I'm awarding the win to @AntrikshSharma for the cumulative challenge since that solution works for subtotals as well.
@AlexisOlson Good challenge! I am a Pro CALCULATE but recommend users not to stick with a single side.
Here are my solutions:
Solution 1 using INNERJOIN, performs in 40ms without any filter
Delivered Amount AS =
VAR Dates =
SELECTCOLUMNS (
VALUES ( 'Calendar'[DateKey] ),
"DeliveredDateKey", 'Calendar'[DateKey] & ""
)
VAR SalesByDelivery =
SELECTCOLUMNS (
SUMMARIZE (
ALLSELECTED ( Sales ),
Sales[DeliveredDateKey],
"Sum", SUM ( Sales[SalesAmount] )
),
"DeliveredDateKey", [DeliveredDateKey] & "",
"Sales", [Sum]
)
VAR Result =
SUMX (
NATURALINNERJOIN ( Dates, SalesByDelivery ),
[Sales]
)
RETURN
Result
Solution 2 using CONTAINSROW or the IN performs in 23 ms
Delivered Amount AS 2 =
VAR SalesByDeliveryDate =
SUMMARIZE (
ALL ( Sales ),
Sales[DeliveredDateKey],
"TotalSales", SUM ( Sales[SalesAmount] )
)
VAR CurrentYearRows =
FILTER (
SalesByDeliveryDate,
CONTAINSROW (
VALUES ( 'Calendar'[DateKey] ),
Sales[DeliveredDateKey]
)
)
VAR Result =
SUMX ( CurrentYearRows, [TotalSales] )
RETURN
Result
Cumulative Total - I added a YearMonth column in the Dates table, since we are not showing date level I decided to reduce granularity, takes about 50ms.
CT DeliveredAmount AS =
VAR SalesByDelivery =
SUMMARIZE (
ALL ( Sales ),
Sales[DeliveredDateKey],
"@TotalSales", SUM ( Sales[SalesAmount] ),
"@YearMonth", YEAR ( Sales[DeliveredDateKey] ) * 100 + MONTH ( Sales[DeliveredDateKey] )
)
VAR Result =
SUMX (
FILTER (
SalesByDelivery,
[@YearMonth] <= MAX ( 'Calendar'[YearMonth] )
),
[@TotalSales]
)
RETURN
Result
@tamerj1 I tried and your code and it returns incorrect subtotals.
@AntrikshSharma
Yes you are right I've over looked that but this is an easy fix. The outer SUMX should have been a MAXX
Cumulative Sales Amount (Delivered) 2 =
VAR SelectedSales = ALLSELECTED ( Sales )
VAR SummarySales =
SUMMARIZE (
SelectedSales,
Sales[DeliveredDateKey],
"@SalesAnount", SUM ( Sales[SalesAmount] )
)
VAR SummaryDates =
SUMMARIZE (
'Calendar',
'Calendar'[Year],
'Calendar'[MonthName],
"@MaxDate", MAX ( 'Calendar'[DateKey] )
)
RETURN
MAXX (
SummaryDates,
VAR FilteredSales = FILTER ( SummarySales, [DeliveredDateKey] <= [@MaxDate] )
RETURN
SUMX ( FilteredSales, [@SalesAnount] )
)
@tamerj1 Slick, way better than my revision in my video I made last night.
Wow!
Thank you for mentioning me in your video ☺️
My name is Tamer Juma by the way and we are connected in LinkedIn actually you replied to my comments there couple of times.
Note: I fixed the wrong total by simply replacing the outer SUMX with MAXX
@tamerj1 Yep, I saw that after the video went up. I posted the PBIX out on MicrosoftHatesGreg on github with the revised measure that corrects the subtotals. Absolutely, of course I'm going to mention you! You're one of the stars of the show! And nice to meet you Tamer Juma! Sorry, never put the two together before or my memory is failing me! But, it did let me work in the SwizzleStick420 joke!
@AntrikshSharma Really impressive! If there is a restriction that you can't change the data model, then this slight tweak works just as well:
Cumulative Sales Amount (Delivered) AS rev =
VAR SalesByDelivery =
SUMMARIZE (
ALLSELECTED ( Sales ),
[DeliveredDateKey],
"@TotalSales", SUM ( [SalesAmount] ),
"@YearMonth", YEAR ( [DeliveredDateKey] ) * 100 + MONTH ( [DeliveredDateKey] )
)
VAR Result =
SUMX (
FILTER (
SalesByDelivery,
[@YearMonth] <= MAX ( 'Calendar'[Year] ) * 100 + MAX( 'Calendar'[MonthOfYear])
),
[@TotalSales]
)
RETURN
Result
Hi @AlexisOlson & @Greg_Deckler
This one uses neither CALCULATE nor CALCULATETABLE and performs faster than the original one
Sales Amount (Delivered) 2 =
VAR SelectedSales = ALLSELECTED ( Sales )
VAR SummarySales =
SUMMARIZE (
SelectedSales,
Sales[DeliveredDateKey],
"@SalesAnount", SUM ( Sales[SalesAmount] )
)
RETURN
SUMX (
VALUES ( 'Calendar'[DateKey] ),
VAR FilteredSales = FILTER ( SummarySales, [DeliveredDateKey] = 'Calendar'[DateKey] )
RETURN
SUMX ( FilteredSales, [@SalesAnount] )
)
What's an easy no DAX to replace A Amount here. Basically, return the Amount of A in context to the visual regardless of category. So you can easily then calculate percent of A on any category, etc. I can't find a good way that isn't convoluted...
@Greg_Deckler I found Round 2 of these challenges and realized that addresses what is essentially what I am looking at here.
Sir, would you mind telling me how you can get sales for sameperiodlastyear without using calculate, knowing that the date table doesn't have date column, only year and quarters?I tried using filter() and max(), but it does not bring the correct values .
@LuisMacedo Get your current year, maybe VAR __Year = MAX('Date'[Year]) then VAR __PY = __Year - 1, then filter ALL of your fact table where Year column = __PY? Hard to say exactly without knowing your data.
Sales Amount (Delivered) NC =
VAR __Dates = SELECTCOLUMNS('Calendar',"DateKey",[DateKey])
VAR __Table = FILTER(ALLSELECTED('Sales'), [DeliveredDateKey] IN __Dates)
VAR __Result = SUMX(__Table, [SalesAmount])
RETURN
__Result
In my testing the measures return within 50 milliseconds of one another.
Nice!
Now try it without the slicer filtering and see how the performance compares. 🙂
@AlexisOlson This one doesn't use CALCULATE either (LOL!) and is actually 3 times faster than the original measure from a DAX Query perspective.
NC3 =
VAR __Table = CALCULATETABLE('Sales', USERELATIONSHIP ( Sales[DeliveredDateKey], 'Calendar'[DateKey] ))
VAR __Result = SUMX(__Table, [SalesAmount])
RETURN
__Result
@Greg_Deckler Ha! The performance of that is the same as my CALCULATE version in my testing.
For a final challenge, see if you can write a cumulative version without CALCULATE or CALCULATETABLE that refreshes in under 10 seconds with no slicer filtering. The CALCULATE version refreshes in about 0.2 sec, including all the overhead:
Cumulative Sales Amount (Delivered) =
VAR _MaxDate = MAX ( 'Calendar'[DateKey] )
VAR _Result =
CALCULATE (
SUM ( Sales[SalesAmount] ),
USERELATIONSHIP ( Sales[DeliveredDateKey], 'Calendar'[DateKey] ),
ALL ( 'Calendar' ),
'Calendar'[DateKey] <= _MaxDate
)
RETURN
_Result
@AlexisOlson
Here you go
Cumulative Sales Amount (Delivered) 2 =
VAR SelectedSales = ALLSELECTED ( Sales )
VAR SummarySales =
SUMMARIZE (
SelectedSales,
Sales[DeliveredDateKey],
"@SalesAnount", SUM ( Sales[SalesAmount] )
)
VAR SummaryDates =
SUMMARIZE (
'Calendar',
'Calendar'[Year],
'Calendar'[MonthName],
"@MaxDate", MAX ( 'Calendar'[DateKey] )
)
RETURN
SUMX (
SummaryDates,
VAR FilteredSales = FILTER ( SummarySales, [DeliveredDateKey] <= [@MaxDate] )
RETURN
SUMX ( FilteredSales, [@SalesAnount] )
)
This is faster than yours. I guess @Greg_Deckler has a very good point 😉
@tamerj1 One other thing, on a whim decided to replace SUMMARIZE with GROUPBY. SUMMARIZE is waaaaaayyyy more performant than GROUPBY. Like orders of magnitude more performant.
To be honest somehow I cheated 😅
I couldn't do that without context transition so I thought ok, SUMMARIZE can do that as well. Yes indeed GROUPBY does not perform context transition therefore would perform slower in this case.
@tamerj1 Wow! Super impressive! That is lightning fast!! I ran 10-15 tests and your version has DAX query timing that is on average 2-3 times faster than CALCULATE ( ~75 milliseconds versus ~200 milliseconds. Overall time was consistently 100 milliseconds faster. @Anonymous
The technique also works for the original problem and performs almost identically to the CALCULATE version.
NC4 =
VAR __SelectedSales = ALLSELECTED( 'Sales' )
VAR __SummarySales =
SUMMARIZE(
__SelectedSales,
[DeliveredDateKey],
"__SalesAmount", SUM( [SalesAmount] )
)
VAR __Dates = DISTINCT('Calendar'[DateKey])
VAR __Result =
SUMX( FILTER( __SummarySales, [DeliveredDateKey] IN __Dates), [__SalesAmount])
RETURN
Once again, CALCULATE goes down in defeat.
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!
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