Forum Discussion

pzinsli's avatar
pzinsli
Regular Visitor
8 years ago

Calculating a Filtered Sum

HI 

 

Let's say I have a table like this, table titled PROFIT AND LOSS DETAILS

 

ACCT NAME               Line Amount

Revenue                      20

COGS                           12

Fringe                         100

Engineering                 12

 

 

 

I only want to add the sume of revenue and COGS.  from what I have seen it should look something like 

 

Measure = CALCULATE(SUM('PROFIT AND LOSS DETAIL'[Line Amount]);filter[ACCT NAME]='Revenue' ; [ACCT NAME]='Cost of Goods Sold'

5 Replies

  • v-piga-msft's avatar
    v-piga-msft
    Resident Rockstar

    Hi pzinsli

     

    Try this formula below.

     

    Measure =
    CALCULATE (
        SUM ( 'PROFIT AND LOSS DETAILS'[Line Amount] ),
        FILTER (
            'PROFIT AND LOSS DETAILS',
            'PROFIT AND LOSS DETAILS'[ACCT NAME] IN { "Revenue", "COGS" }
        )
    )
    

    Here is the result output. 

     

    If you need additional help, please share your desired output.

     

    Best Regards,

    Cherry

  • Aron_Moore's avatar
    Aron_Moore
    Solution Specialist

    Try either:

    = CALCULATE(SUM('PROFIT AND LOSS DETAIL'[Line Amount]);[ACCT NAME]='Revenue' ; [ACCT NAME]='Cost of Goods Sold')

     

    Or the more explicit

    = CALCULATE(SUM('PROFIT AND LOSS DETAIL'[Line Amount]);filter('PROFIT AND LOSS DETAIL'; [ACCT NAME]='Revenue' ; [ACCT NAME]='Cost of Goods Sold'))

     

    • pzinsli's avatar
      pzinsli
      Regular Visitor

       Thanks for your heIp. tried both.  It seems like the formatting causes the program to try to read "revenue" and Cost of Goods Sold" as tables, not a column result being used as a filter.  It reads error message : could not find table 'revenue'

      • Aron_Moore's avatar
        Aron_Moore
        Solution Specialist

        Odd.


        When you're entering the DAX does the autocomplete help at all?

         

        I did notice your first formula example tries filter[ACCT NAME]='Revenue' which won't work as filter requires a table name not column, but my two example should have correct syntax.

  • drewlewis15's avatar
    drewlewis15
    Solution Specialist

    Try this:

     

    Measure = CALCULATE(SUM('PROFIT AND LOSS DETAILS'[Line Amount]),'PROFIT AND LOSS DETAILS'[ACCT NAME]="Revenue" || 'PROFIT AND LOSS DETAILS'[ACCT NAME]= "COGS")