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

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Stuznet
Helper V
Helper V

Calculate Column With Filters

 Hi guys,

I'm struggling with power bi DAX function.

I have table consists of IDs, Plan Month, Plan Year, SavedDate.

 

2018-09-22_10-29-01.png

 

Back in Excel, I created 2 fields month and Plan Start manually. 

For instance, I count the IDs filtered with Plan Month = April, Plan Year= 2018, SavedDate = March RETURN April = 10. 

Another example, I count the IDs filtered with Plan Month = May, Plan Year= 2018, SavedDate = April RETURN May= 100. 

 

2018-09-22_10-08-49.png

 

I would like to know in power bi what would be the correct function for me to create a new calculated column or measure with different filters? or should created multiple measures? 

 

1 ACCEPTED SOLUTION

hi, @Stuznet

     You can try to use this formula

AprilStartPlan =
SWITCH (
    TRUE (),
    MAX ( DateTable[month] ) = "April", CALCULATE (
        COUNT ( Data[ID] ),
        FILTER (
            Data,
            [Plan Month] = "Apr"
                && [Plan Year] = "2018"
                && [SavedDate] = "March"
        )
    ),
    MAX ( DateTable[month] ) = "March", CALCULATE (
        COUNT ( Data[ID] ),
        FILTER (
            Data,
            [Plan Month] = "Mar"
                && [Plan Year] = "2018"
                && [SavedDate] = "March"
        )
    )
)

Result:

16.PNG

here is pbix, please try it.

https://www.dropbox.com/s/gdwrikrf2gkih4h/Calculate%20Column%20With%20Filters.pbix?dl=0

 

By the way, your error that one ) is missing, there should be two ")" in this.

17.PNG

 

Best Regards,

Lin

 

Community Support Team _ Lin
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
Greg_Deckler
Community Champion
Community Champion

Sooo, is there a pattern to that at all? If not, you could use a SWITCH TRUE statement like:

 

Measure = 
SWITCH(
  TRUE(),
  MAX([Month]) = "April", CALCULATE(COUNT([ID]),FILTER('Table',[Plan Month]="April" && [Plan Year] = 2018 && [SavedDate]="March"),
  MAX([Month]) = "May", CALCULATE(COUNT([ID]),FILTER('Table',[Plan Month]="May" && [Plan Year] = 2018 && [SavedDate]="April"),
)



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

@Greg_Decklerthank you for helping me. I used your provided solution but I'm getting an error 

 

A function 'MAX' has been used in a True/False expression that is used as a table filter expression. This is not allowed.

AprilStartPlan = SWITCH(TRUE(),
    MAX('DateTable[month])="April", CALCULATE(COUNT(Data[ID]),
        FILTER(Data,[Plan Month] = "April" &&
            [Plan Year] = "2018" &&
            [SavedDate] = "March"),
    MAX(DateTable[month]) = "May", CALCULATE(COUNT(Data[ID]),
        FILTER(Data,[Plan Month] = "May" &&
            [Plan Year] = "2018" &&
            [SavedDate] = "April"))))

 

 

hi, @Stuznet

     You can try to use this formula

AprilStartPlan =
SWITCH (
    TRUE (),
    MAX ( DateTable[month] ) = "April", CALCULATE (
        COUNT ( Data[ID] ),
        FILTER (
            Data,
            [Plan Month] = "Apr"
                && [Plan Year] = "2018"
                && [SavedDate] = "March"
        )
    ),
    MAX ( DateTable[month] ) = "March", CALCULATE (
        COUNT ( Data[ID] ),
        FILTER (
            Data,
            [Plan Month] = "Mar"
                && [Plan Year] = "2018"
                && [SavedDate] = "March"
        )
    )
)

Result:

16.PNG

here is pbix, please try it.

https://www.dropbox.com/s/gdwrikrf2gkih4h/Calculate%20Column%20With%20Filters.pbix?dl=0

 

By the way, your error that one ) is missing, there should be two ")" in this.

17.PNG

 

Best Regards,

Lin

 

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

Thank you so much @v-lili6-msft@Greg_Deckler it worked 🙂 

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.