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

Join us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register now.

Reply
ribaldo
Frequent Visitor

Summarize data calculated at bottom level

Hello,

I'm stuck on this summarization problem:

I've a calculation with some conditions based on a Sales Table and I just want to aggregate by Customer:

 

VAR selGoal = 5000 
VAR deltaYtd =
    IF ( [Act YTD] > selGoal, ( [Act YTD] - selGoal ) )
VAR deltaMon =
    CALCULATE ( [Act] - deltaYtd )
VAR lvl0Calc =
    CALCULATE (
        IF ( deltaYtd > 0, IF ( deltaMon < 0, 0, deltaMon ), [Act] ),
        FILTER ( 'Dim Customer', HASONEVALUE ( 'Dim Customer'[CUSTOMER_ID] ) )
    )
VAR result =
    SUMX (
        SUMMARIZE ( 'Dim Customer', 'Dim Customer'[Customer Desc], "value", lvl0Calc ),
        [value]
    )
RETURN
    result

 

 

The above calculation should works at customer's maximum level of detail (customer_id) and  aggregated by "customer Desc"

 

ribaldo_0-1658133514213.png

The join between Sales and customer is by CUSTOMER_ID 

 

I don't know how to perform the aggregation, for example Nutrilab 2.0 Srl should be 6784.

Any hint is appreciated,

Marco

 

 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@ribaldo ,

First create a measure without this Say M1

SUMX (
SUMMARIZE ( 'Dim Customer', 'Dim Customer'[Customer Desc], "value", lvl0Calc ),
[value]
)


Then create a new measure and use above calculation using the measure(M1) you created without that and try

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

create the new measure for summarize the table with sumx 

@Anonymous I created the M2 measure that summarize M1, but it doesn't work:

ribaldo_0-1658213293672.png

 

ribaldo
Frequent Visitor

@amitchandak 

Thank you for your answer.

I created a measure M1 :

 

 

M1 = 
VAR selGoal = 5000 
VAR deltaYtd =
    IF ( [Act YTD] > selGoal, ( [Act YTD] - selGoal ) )
VAR deltaMon =
    CALCULATE ( [Act] - deltaYtd )
VAR lvl0Calc =
    CALCULATE (
        IF ( deltaYtd > 0, IF ( deltaMon < 0, 0, deltaMon ), [Act] ),
        FILTER ( 'Dim Customer', HASONEVALUE ( 'Dim Customer'[CUSTOMER_ID] ) )
    )
RETURN
    lvl0Calc

 

and then a M2 using M1:

 

 

M2 = 
    SUMX (
        SUMMARIZE ( 'Dim Customer', 'Dim Customer'[Customer Desc], "value", [M1] ),
        [value]
    )

 

 

But with no success:

ribaldo_0-1658150517665.png

I did something wrong?

 

amitchandak
Super User
Super User

@ribaldo ,

First create a measure without this Say M1

SUMX (
SUMMARIZE ( 'Dim Customer', 'Dim Customer'[Customer Desc], "value", lvl0Calc ),
[value]
)


Then create a new measure and use above calculation using the measure(M1) you created without that and try

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

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.