Forum Discussion

mheyde's avatar
mheyde
New Member
3 years ago
Solved

Counting/Summing values based on a fields information

Hi,

 

I am trying to COUNT and SUM values of a table based on particular conditions/values of other cells.

 

Example: 
SUM "Amount" where "OrderType"= Refund

Expected Result: -30,00

 

or

COUNT "ItemQuantity" where "OrderType"= Order and "OrderDate" 25.10.2022<26.10.2022

Expected Result: 6

 

Sample Data:

 

Thank you for your help

 

Need Help
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi mheyde ,

     

    Based on your sample data and expected results, you can create two measures.

    Measure = CALCULATE(SUM('Table'[Amount]),FILTER('Table',[OrderType]="Refund"))
    Measure 2 = CALCULATE(SUM('Table'[ItemQuantity]),FILTER('Table',[OrderType]="Order"&&[OrderDate]>=DATE(2022,10,25)&&[OrderDate]<=DATE(2022,10,26)))

    However, the above two formulas will dynamically change the result according to the filtering of slicers or filters, such as the following cases.

    If you want to remove the slicer's filter, add the ALL function to it.

    Measure = CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),[OrderType]="Refund"))
    Measure 2 = CALCULATE(SUM('Table'[ItemQuantity]),FILTER(ALL('Table'),[OrderType]="Order"&&[OrderDate]>=DATE(2022,10,25)&&[OrderDate]<=DATE(2022,10,26)))

     

     

    Best Regards,

    Stephen Tao

     

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

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi mheyde ,

     

    Based on your sample data and expected results, you can create two measures.

    Measure = CALCULATE(SUM('Table'[Amount]),FILTER('Table',[OrderType]="Refund"))
    Measure 2 = CALCULATE(SUM('Table'[ItemQuantity]),FILTER('Table',[OrderType]="Order"&&[OrderDate]>=DATE(2022,10,25)&&[OrderDate]<=DATE(2022,10,26)))

    However, the above two formulas will dynamically change the result according to the filtering of slicers or filters, such as the following cases.

    If you want to remove the slicer's filter, add the ALL function to it.

    Measure = CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),[OrderType]="Refund"))
    Measure 2 = CALCULATE(SUM('Table'[ItemQuantity]),FILTER(ALL('Table'),[OrderType]="Order"&&[OrderDate]>=DATE(2022,10,25)&&[OrderDate]<=DATE(2022,10,26)))

     

     

    Best Regards,

    Stephen Tao

     

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