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champioz
Frequent Visitor

DAX: Prefer to sum one value when present, if not sum a different value.

Hi, I'm having trouble figuring out a simple bit of DAX logic.

 

I have two values reported at the branch level, which can in turn be aggregated to territories and regions. One value is only reported at some branches but is the preferred value, the other is reported at all branches. I want to create an "if preferred value present, sum preferred, else sum other" measure, such as 

bad_attempt = IF([sum_tricky]>0,[sum_tricky],[sum_val])

 

But doing it naively like this only works at the branch level and screws up at the aggregated territory/region level (because, in aggregate, the preferred value is almost always present).

 

Here, tricky_value is the one I want to sum when present:

 

Screenshot 2024-05-09 142749.png

 

Any insight is appreciated, and sorry if this has been posted but it was a tricky phrasing to search for.

1 ACCEPTED SOLUTION
Greg_Deckler
Community Champion
Community Champion

@champioz First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8

 

Also this: Matrix Measure Total Triple Threat Rock & Roll - Microsoft Fabric Community



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2 REPLIES 2
Greg_Deckler
Community Champion
Community Champion

@champioz First, please vote for this idea: https://ideas.powerbi.com/ideas/idea/?ideaid=082203f1-594f-4ba7-ac87-bb91096c742e

This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

Also: https://youtu.be/uXRriTN0cfY
And: https://youtu.be/n4TYhF2ARe8

 

Also this: Matrix Measure Total Triple Threat Rock & Roll - Microsoft Fabric Community



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...

Thanks! I knew it had to be a common issue I just couldn't think how to describe it well. Your first solution looks like it will work for me.

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