Dynamic sumx () specific vales from a table

[perezco]

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

[AllisonKennedy]

@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]

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]

@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. 

[perezco]

The idea does not appear to be a bad one.
I can do it in the backstage using sql or in the power query editor.
The disadvantage is that this report will require human intervention every time the quarter changes...because the   fltr_Qtr for either of the two possibilities will be manual.

[AllisonKennedy]

@perezco  Could you add a column for 'Quarter' that filters which conditions should be used each quarter?

[perezco]

Your intervention has made it much easier for me to see things in a more straightforward manner.😁
yes. I have the  'Quarter' column part of this fact table. 👍

[AllisonKennedy]

@perezco Glad the fog is clearing and it's getting easier - what questions do you still have outstanding? Or can we mark this post as solved? 

Feel free to write up a summary of what you did and mark your own post as the solution if that makes the most sense. 🙂 

[perezco · Accepted solution]

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.