Forum Discussion

GraceTCL's avatar
GraceTCL
Helper II
5 years ago
Solved

Filter and dax formula

Hi team

 

Currently when I use this formula:

Vertical_Revenue = CALCULATE([Revenue],ALLEXCEPT('Sales','Food data'[Vertical],'Food data'[Date]')) 
I get the result which is a summation of the values against the orange column.
However what I want is the summation of the result in the green column where
1) It is the summation of revenue based on the explicit filter of Vertical and Date 
2) Segments are not affected by explicit filter.
 
However when I apply above formula, I realize that verticals which dont contain the segment will be completely excluded from the summation consideration. Pls advise how can I correct my formula to achieve the desired result.
 
Thank you!
Need Help
  • v-robertq-msft's avatar
    v-robertq-msft
    5 years ago

    Hi, GraceTCL 

    According to your description and sample pictures, I can clearly understand your meaning, and I think the AllExcept() function can perfectly help you to achieve the expected output, you can transform the measure like this:

    This is the test data I created based on your picture:

     

    Sum of revenue =

CALCULATE(SUM(Sales[Revenue]),ALLEXCEPT(Sales,Sales[Date],Sales[Vertical]))

    Then I created three slicers and a card chart to make a test:

     

    And you can get what you want.

    More info about the AllExcept() function in DAX

     

    You can download my test pbix file below

    Thank you very much!

     

    Best Regards,

    Community Support Team _Robert Qin

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

3 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    5 years ago

    GraceTCL , Not very clear, Try like

     

    Vertical_Revenue = CALCULATE([Revenue],Filter(allselected('Sales'),'Food data'[Vertical] = max('Food data'[Vertical]) && 'Food data'[Date] = max('Food data'[Date])))

    • GraceTCL's avatar
      GraceTCL
      Helper II
      5 years ago

      amitchandak Thanks for your reply.

      My apologies. Let me rephrase as above suggestion doesn't work. Hope you can advise!

       

      My current dax formula should be like that as per eg:

      Vertical_Revenue = CALCULATE([Revenue],ALLEXCEPT('Sales','Sales'[Vertical],'Sales'[Date]')) 

       

      And the expected results and wrong results are:

      Essentially, I dont want the Vertical summation to be affected by the explicit filters on all the subsegments. However, it has to be the sum of revenue in the selected verticals based on the selected date range.

  • v-robertq-msft's avatar
    v-robertq-msft
    Community Support
    5 years ago

    Hi, GraceTCL 

    According to your description and sample pictures, I can clearly understand your meaning, and I think the AllExcept() function can perfectly help you to achieve the expected output, you can transform the measure like this:

    This is the test data I created based on your picture:

     

    Sum of revenue =

CALCULATE(SUM(Sales[Revenue]),ALLEXCEPT(Sales,Sales[Date],Sales[Vertical]))

    Then I created three slicers and a card chart to make a test:

     

    And you can get what you want.

    More info about the AllExcept() function in DAX

     

    You can download my test pbix file below

    Thank you very much!

     

    Best Regards,

    Community Support Team _Robert Qin

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