Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
bdd9
Frequent Visitor

DAX calculate formula with filters...I'm Confused

I have successfully written a formula that returns sales quantity from my fact table. the filters in the formula work even though my fact table (NS_Transactions) DOES NOT have a relationship with my dimension item table (NS_Items). However, when I create the relationship between the 2 tables, the formula breaks and returns nothing.  

 

Why would the filters and the formula work BEFORE there is even a relationship but not AFTER?

 

Here is the formula:

 

SalesQty_m = CALCULATE(

-sum(NS_Transactions[Qty]),

filter(NS_ITEMS,NS_ITEMS[TYPE_NAME]="Inventory Item"),

FILTER(NS_Accounts,NS_Accounts[TYPE_NAME]="Income")

)

 

Here is the accurate results BEFORE I create the relationship:

before.JPG

HEre is blank result I get after:

after.JPG

Here is a screenshot of the the relationship

relationship.JPG

1 ACCEPTED SOLUTION
bdd9
Frequent Visitor

Mystery solved...

The formula works perfectly...

The problem was I passed incorrect Type_Name in the filter for the item. Hence, the reason I was getting correct results without the item relationship was because that filter was not working anyway. In essence I didn;t need that filter to get the correct result AND I was using an incorrect parameter in the filter

 

Once I corrected that issue, I get the desired result

 

Thanks for your help and patience

View solution in original post

3 REPLIES 3
prateekraina
Memorable Member
Memorable Member

Hi @bdd9,

 

Check relationship with NS_Accounts table. 

 

 

Prateek Raina

Thank you for replying and offering help 🙂

A relationship does exist. 

I double checked the relationship between ns_transactions and ns_accounts. Here is a screenshot of it:

relationshipaccts.JPG

bdd9
Frequent Visitor

Mystery solved...

The formula works perfectly...

The problem was I passed incorrect Type_Name in the filter for the item. Hence, the reason I was getting correct results without the item relationship was because that filter was not working anyway. In essence I didn;t need that filter to get the correct result AND I was using an incorrect parameter in the filter

 

Once I corrected that issue, I get the desired result

 

Thanks for your help and patience

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 2025 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.