DAX Formula

[PBI_37]

Hi everyone,

I created a DAX formula which returns a flag « X » on certain rows.

Now I would like to calculate the sum of the rows that have the flag by year. I created this formula but it doesn't work :

Total Sales with Flag = CALCULATE([Total Sales], FILTER(Sales, [Flag] = "X"))

Here the link of PBI file :

https://drive.google.com/file/d/1ejt-aQ2J04GRP-zBc9ygPAwaM59zQ_Gc/view?usp=sharing

Thank you for your help.

[Wilson_ · Accepted solution]

Hi PBI_37,

I was able to return the correct value, if I understood your intention.

Try this measure instead for your Total Sales with Flag:

Total Sales with Flag = 
VAR YearMonth =
SUMMARIZE (
    'Calendar',
    'Calendar'[Year], 'Calendar'[Month Name]
)
VAR SalesbyMonth =
ADDCOLUMNS (
    YearMonth,
    "@Flag", [Flag]
)
VAR FilteredYearMonth =
FILTER (
    SalesbyMonth,
    [@Flag] = "X"
)
VAR Result =
SUMX (
    FilteredYearMonth,
    [Total Sales]
)

RETURN Result

The reason mine works and yours doesn't is because when you put your flag in the filter condition in your measure, it is looking at every sales line and checking if the sales on that order are greater than 4,000. Mine forces it to make the check at the year/month level (like you have in your matrix).

----------------------------------
If this post helps, please consider accepting it as the solution to help other members find it quickly. Also, don't forget to hit that thumbs up and subscribe! (Oh, uh, wrong platform?)

P.S. Need a more in-depth consultation for your Power BI data modeling or DAX issues? Feel free to hire me on Upwork or DM me directly on here! I would love to clear up your Power BI headaches.

[ThxAlot · Accepted solution]

Assez facile,

[PBI_37]

Thank you @Ashish_Mathur , @ThxAlot, @Wilson_ 

Your soutions work perfectly.

[Ashish_Mathur]

You are welcome.

[Wilson_]

Thanks for the update, happy to help! 😄

[Ashish_Mathur · Accepted solution]

Hi,

This measure works

Total Sales with Flag = CALCULATE([Total Sales],FILTER(VALUES('Calendar'[Month Name]),[Total Sales]>4000))

[ThxAlot · Accepted solution]

Assez facile,

[Wilson_ · Accepted solution]

Hi PBI_37,

I was able to return the correct value, if I understood your intention.

Try this measure instead for your Total Sales with Flag:

Total Sales with Flag = 
VAR YearMonth =
SUMMARIZE (
    'Calendar',
    'Calendar'[Year], 'Calendar'[Month Name]
)
VAR SalesbyMonth =
ADDCOLUMNS (
    YearMonth,
    "@Flag", [Flag]
)
VAR FilteredYearMonth =
FILTER (
    SalesbyMonth,
    [@Flag] = "X"
)
VAR Result =
SUMX (
    FilteredYearMonth,
    [Total Sales]
)

RETURN Result

The reason mine works and yours doesn't is because when you put your flag in the filter condition in your measure, it is looking at every sales line and checking if the sales on that order are greater than 4,000. Mine forces it to make the check at the year/month level (like you have in your matrix).

----------------------------------
If this post helps, please consider accepting it as the solution to help other members find it quickly. Also, don't forget to hit that thumbs up and subscribe! (Oh, uh, wrong platform?)

P.S. Need a more in-depth consultation for your Power BI data modeling or DAX issues? Feel free to hire me on Upwork or DM me directly on here! I would love to clear up your Power BI headaches.

[mickey64]

For your reference.

Please try this measure below.

    Total Sales with Flag = CALCULATE(SUM('Sales'[Total Sales]), FILTER(Sales, 'Sales'[Flag] = "X"))

[PBI_37]

Thank you @mickey64 but it doesn't work

[mickey64]

How about this ?

Total Sales with Flag = CALCULATE([Total Sales], FILTER(SUMMARIZE(Sales,Sales[Year],Sales[Month Name],Sales[Total Sales],Sales[Flag]), [Flag] = "X"))