Forum Discussion
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-msftResident 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_MooreSolution 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'))
- pzinsliRegular 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_MooreSolution 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.
- drewlewis15Solution 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")