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tnwcloud
Regular Visitor

Substitute value when filtered

I have a dataset where some Items are members of a Group. For Groups, one Item is designated Type of Parent and the others, if any, are designated Type of Child. Each Item not in a Group carries an Amount. For Groups, only the Parent carries the Amount, however there is a Display Amount field that shows the Amount against each Child Item members of Groups. A correct Total of Amount would be SUM(Amount), while a SUM(Display Amount) would overcount.

 

I need a measure that sums Amount but works even if the Parent item is filtered out via a slicer or a user selection. Effectively I need to Sum the Amount column, but if a specific Child is selected I need to subsitute the Display Amount. If a selection filters out the Parent but includes more than one Child I need to use the distinct Amount for the Group.

 

I've tried playing around with VALUES and DISTINCT but I haven't found a solution that works for both Group and non-Group items.

 

ItemGroupTypeAmountDisplay Amount
1AParent33
2AChild 3
3AChild 3
4BParent55
5BChild 5
6BChild 5
7CParent33
8CChild 3
9CChild 3
10null 77
11null 55
12null 22

 

1 ACCEPTED SOLUTION
bot_damo
Frequent Visitor

Hi @tnwcloud,

I think the following DAX will work here.

CALCULATE(SUM('Table'[Amount]), ALLEXCEPT('Table', 'Table'[Group]))

Kind Regards



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2 REPLIES 2
tnwcloud
Regular Visitor

Wow I was really over thinking that one!

bot_damo
Frequent Visitor

Hi @tnwcloud,

I think the following DAX will work here.

CALCULATE(SUM('Table'[Amount]), ALLEXCEPT('Table', 'Table'[Group]))

Kind Regards



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