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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.
Item | Group | Type | Amount | Display Amount |
1 | A | Parent | 3 | 3 |
2 | A | Child | 3 | |
3 | A | Child | 3 | |
4 | B | Parent | 5 | 5 |
5 | B | Child | 5 | |
6 | B | Child | 5 | |
7 | C | Parent | 3 | 3 |
8 | C | Child | 3 | |
9 | C | Child | 3 | |
10 | null | 7 | 7 | |
11 | null | 5 | 5 | |
12 | null | 2 | 2 |
Solved! Go to Solution.
Hi @tnwcloud,
I think the following DAX will work here.
CALCULATE(SUM('Table'[Amount]), ALLEXCEPT('Table', 'Table'[Group]))
Wow I was really over thinking that one!
Hi @tnwcloud,
I think the following DAX will work here.
CALCULATE(SUM('Table'[Amount]), ALLEXCEPT('Table', 'Table'[Group]))
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