Forum Discussion

jesuisbenjamin's avatar
jesuisbenjamin
Icon for Advocate I rankAdvocate I
10 years ago
Solved

Calculate with OR/AND/NOT in filter

It's unclear to me how I can use FILTER() in a CALCULATE() function, and apply an AND / OR / NOT logic.   Could you please refer to an existing help page or give examples here below? Thanks.
  • v-haibl-msft's avatar
    v-haibl-msft
    10 years ago

    jesuisbenjamin

     

    I’ll give an example as below. Assuming we have a table like below.

     

    If we want to get the total sales of China on July, we can use following formula.

    SalesFromChina_July = 
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER ( Table1, AND ( Table1[Country] = "China", MONTH ( Table1[Date] ) = 7 ) )
)

    If we want to get the total sales of China and USA on July and August, we can use following formula.

    SalesFromChina_OR_USA = 
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER ( Table1, OR ( Table1[Country] = "China", Table1[Country] = "USA" ) )
)

     

    If we want to get the total sales of India on July and August, we can use following formula.

    SalesFromIndia = 
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER (
        Table1,
        NOT (
            OR ( Table1[Country] = "China", Table1[Country] = "USA" )
        )
    )
)

    Best Regards,

    Herbert

v-haibl-msft's avatar
v-haibl-msft
Icon for Microsoft Employee rankMicrosoft Employee
10 years ago

jesuisbenjamin

 

I’ll give an example as below. Assuming we have a table like below.

 

If we want to get the total sales of China on July, we can use following formula.

SalesFromChina_July = 
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER ( Table1, AND ( Table1[Country] = "China", MONTH ( Table1[Date] ) = 7 ) )
)

If we want to get the total sales of China and USA on July and August, we can use following formula.

SalesFromChina_OR_USA = 
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER ( Table1, OR ( Table1[Country] = "China", Table1[Country] = "USA" ) )
)

 

If we want to get the total sales of India on July and August, we can use following formula.

SalesFromIndia = 
CALCULATE (
    SUM ( Table1[Sales] ),
    FILTER (
        Table1,
        NOT (
            OR ( Table1[Country] = "China", Table1[Country] = "USA" )
        )
    )
)

Best Regards,

Herbert

  • jesuisbenjamin's avatar
    jesuisbenjamin
    Icon for Advocate I rankAdvocate I
    10 years ago

    Thanks. This is very clear.

  • Zowie-Thurlow's avatar
    Zowie-Thurlow
    Frequent Visitor
    6 years ago

    This is very useful. However, I am trying to apply different targets to different months based on last years totals. So if month is September then add 70% to last years total, if month is October then 80 % to last year etc, then the months after that should be the same as last year. I have looked everywhere and cannot find the logic to do this. Any help would be great 

  • ukare1996's avatar
    ukare1996
    Icon for Helper I rankHelper I
    3 years ago
    Hi, can someone please help me understand why my query is not working as it should be? I am trying to Count number of rows where the field is not equal to "None" and Blanks are not counted in. The query below seems to only take into account one of the filters.
     
    Monitor 1 - Action taken by customer =
        CALCULATE(
            COUNT('Network protection '[Monitor 1 - Action taken by customer]),
                FILTER('Network protection ', OR('Network protection'[Monitor 1 - Action taken by customer] <> "None", NOT(ISBLANK('Network protection' [Monitor 1 - Action taken by customer])))))