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.
As expected, we can see that sales during periods without a discount promotion have products delivered in promotion months.
Solved! Go to Solution.
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.
@AlexisOlson It's a good more or less single use case where CALCULATE is beneficial but really just because USERELATIONSHIP was coded to work with CALCULATE. USERELATIONSHIP could have been coded to support FILTER as well. It's not really CALCULATE, it's the additional functions that were coded to work with CALCULATE. But, there are plenty of examples of the reverse. Try writing a version of these with only using CALCULATE and no X aggregator that A. Actually works and B. Performs significantly faster.
I could go on, I only got through 3 pages of 11 of the Quick Measure Gallery.
The point here is the the No CALCULATE approach is a far better and more flexible approach to writing DAX that allows you to solve real-world problems, problems that CALCULATE could never hope to touch. Yes, there are times when CALCULATE is a good idea for one reason or another. But, this fixation the DAX community has on CALCULATE is unhealthy. It makes DAX harder to learn and breeds this crazy culture where people want to use it everywhere when it is simply making their lives harder and is absolutely unnecessary the vast majority of the time when the simple approach of:
Will solve the VAST majority of problems in DAX without ever needing CALCULATE. Simple. No reason to worry about the internal workings of CALCULATE or context transition or pretty much any of the stuff that people find "hard" about DAX.
@Greg_Deckler X aggregators are absolutely essential. I have no interest in comparing No CALCULATE vs No X aggregator since I'd rather not handicap myself at all.