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Sam1002
Regular Visitor
4 years ago
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Dax for Summarized table on a condition

Hello, I needed help with writing a Dax for summarized table on a condition, meaning with a condition is true group the records and if condition is false don't group the records. 

 

In below example, Service Folder 8516 have 2 records of item B5068-Y1(in yellow) and here workstatus is same(i.e. 4), so we can summarize the 2 records taking max of createddate, workclosedate, sum of quantities and max of workstatus. But when work status is not same for an item like B5063-K1(in orange), I need to keep both the records in the summarized table. Similarly, for Service folder 1013 item B4130-540-1-Y1(dark green) which is a duplicate and have same work status should be grouped. This grouping needs to be done line level meaning considering item with Service folder and transferID.

 

Problem Table:

 

Solution Table:

Thanks in Advance

  • Hi, Sam1002 

    Try to create a calculated table like this:

    Table 2 = 
    SUMMARIZE(
        'Table',
        [Service Folder],[TRANSFERID],[ITEMID],[RMC Base],[WorkStatus],
        "CREATEDDATETIME",MAX('Table'[CREATEDDATETIME]),"WorkClosedDateTime",MAX('Table'[WorkClosedDateTime]),"QTYTRANSFER",SUM('Table'[QTYTRANSFER]),
        "QTYRECEIVED",SUM('Table'[QTYRECEIVED]),"QTYREMAINSHIP",SUM('Table'[QTYREMAINSHIP])
        )

    Result:

    Please refer to the attachment below for details.

    Hope this helps.

     

     

    Best Regards,
    Community Support Team _ Zeon Zheng


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

2 Replies

  • Hi, Sam1002 

    Try to create a calculated table like this:

    Table 2 = 
    SUMMARIZE(
        'Table',
        [Service Folder],[TRANSFERID],[ITEMID],[RMC Base],[WorkStatus],
        "CREATEDDATETIME",MAX('Table'[CREATEDDATETIME]),"WorkClosedDateTime",MAX('Table'[WorkClosedDateTime]),"QTYTRANSFER",SUM('Table'[QTYTRANSFER]),
        "QTYRECEIVED",SUM('Table'[QTYRECEIVED]),"QTYREMAINSHIP",SUM('Table'[QTYREMAINSHIP])
        )

    Result:

    Please refer to the attachment below for details.

    Hope this helps.

     

     

    Best Regards,
    Community Support Team _ Zeon Zheng


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