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Anonymous
Not applicable

sum up value based on category

hi guys, please help with the problem statement : the data is categorized by fiscal period but currently i want the DAX to calculate the sum of sales per month on the "sum up sales per month" column, how can i write the DAX for this?

 

emilyhowl_0-1648098250749.png

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @Anonymous 

Create a measure like this :

Sum up sales per month = CALCULATE(SUM('Table'[Sales]),ALLEXCEPT('Table','Table'[month in quarter]))

You will get a result is as follows :

Ailsamsft_0-1648533994427.png

I have attached my pbix file , you can refer to it .

 

Best Regards,
Community Support Team _ Ailsa Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Hi @Anonymous 

Create a measure like this :

Sum up sales per month = CALCULATE(SUM('Table'[Sales]),ALLEXCEPT('Table','Table'[month in quarter]))

You will get a result is as follows :

Ailsamsft_0-1648533994427.png

I have attached my pbix file , you can refer to it .

 

Best Regards,
Community Support Team _ Ailsa Tao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous
Not applicable

Hi @Anonymous 
you can make a Summary Table like 

Summary Table =
SUMMARIZE(Table,fiscal period,month in quarter,"Sum up sales per month",SUM(Sales))
tamerj1
Super User
Super User

Hi @Anonymous 
You can use 

sum up sales per month =
SUMX (
    CALCULATETABLE ( Sales, ALLEXCEPT ( Sales, Sales[Fiscal Period] ) ),
    Sales[Sales]
)
amitchandak
Super User
Super User

@Anonymous , A measure like

Sumx(filter(allselected(Table), Table[Fiscal Period] = max(Table[Fiscal Period])),Table[Sales])

 

new column

Sumx(filter((Table), Table[Fiscal Period] = earlier(Table[Fiscal Period])),Table[Sales])

 

 

Better to have separate FY Table
calculate(Sum(Table[Sales]),filter(allselected(FY), FY[Fiscal Period] = max(FY[Fiscal Period])))

 

Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs

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