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perezco's avatar
perezco
Advocate III
4 years ago
Solved

Dynamic sumx () specific vales from a table

Hi all,

How can I have a dax sumx() function that only sums specific values with specific characteristics?

Desire to have

 


 

I'm attempting to have a dynamic sumx() function where only sums data that have  specific characteristic.

The  SubRegion_shift   can be  changing by month.

 

Current result

 


 


 

Ronas= sumx('Fact - Tbl.all.SMALL, 'Fact - Tbl.all.SMALL'[RONAS])

acd= sumx('Fact - Tbl.all.SMALL, 'Fact - Tbl.all.SMALL'[acd])

Data example

 

 

regards

 

  • perezco's avatar
    perezco
    4 years ago

    For my particular circumstance, I decided to add an extra column to the query by adding a line of multiple CASE WHEN functions to the sql query.

8 Replies

  • AllisonKennedy's avatar
    AllisonKennedy
    Community Champion

    perezco  I haven't read all your conditions, so just hoping to provide you the idea that you can apply to your own data:

     

    SUMX ( FILTER ( TableName, TableName[Column1] = "Condition1" && TableName[Column2] = "Condition 2") , TableName[ColumnToSum] )

     

    If your conditions change from month to month, are you able to create a mapping table or another column that uses those conditions to flag whether to include the row yes or no in the SUMX, then use that flag column in your FILTER condition.

     

    You may also be interested in using an OR filter which is || in Power BII: 

    https://excelwithallison.blogspot.com/2021/09/advanced-filter-or-vs-and.html 

    • perezco's avatar
      perezco
      Advocate III

      Thanks, 
      That section has already been covered.

      example:
      CALCULATE
      (sumx('table','table'[RONACALLS]),fltr_Qtr,fltr_Weekday_flag,fltr_subregion_shift, FILTER(VALUES('table'),'table'[SubRegion] = "NA"))


      • AllisonKennedy's avatar
        AllisonKennedy
        Community Champion

        perezco  If that's already covered, then what is your question exactly?

         

        The excel table with the conditions, if you can make that more tabular database friendly. For example a column with all the values in your IN {{value1, value2}} conditions, each value needs to be its own cell in the same column. Then you can use DAX VALUES() function and the IN operator in DAX to create those conditions and make them dynamic by getting your raw data condition table set up properly.