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
rickylee
Helper III
Helper III

Filter in calculate( )

Hello,

In my table, I have a "Total order billing (include refund)" which is the amount for a transaction. I also have a column "refund" which contains either True or False only.

To find out the total amount when the refund column is set to True, I have the following measure: 

 

Total refund = CALCULATE([Total order billing (include refund)], salesorders[refund]="True") 


Surprisingly, the above formula does not work, I have to resort to this one:

Total refund = CALCULATE([Total order billing (include refund)], filter(ALL(salesorders[refund]),SEARCH("True",salesorders[refund],1,0)))

 

The second formula is a search which takes long. Is there any reason why I cannot use the first formula?

 

Please notice Total order billing (include refund) is a measure of: 
Total order billing (include refund) = SUM(salesorders[totalamount])

1 ACCEPTED SOLUTION

@rickylee Please try this, if your "refund" field is Text Data type

 

Total refund amount = CALCULATE(SUM([Total billing]), Test[Refund]="True")

If "refund" field is Boolean data type then use 

 

Total refund amount = CALCULATE([Total billing], Test[Refund]=True())




Did I answer your question? Mark my post as a solution!

Proud to be a PBI Community Champion




View solution in original post

5 REPLIES 5
rickylee
Helper III
Helper III

Hello @PattemManohar,

 

I have form the following sample table:


Order     Billing    Refund

1100TRUE
2200FALSE
3300FALSE


There are two meausures:
Total billing = SUM(Test[Billing])

Total refund amount = CALCULATE([Total billing], Test[Refund]="True")


If you try to display "Total refund amount", it does not work. However, I think the calculate() function is used correctly.

Thanks,
Ricky

@rickylee Please try this, if your "refund" field is Text Data type

 

Total refund amount = CALCULATE(SUM([Total billing]), Test[Refund]="True")

If "refund" field is Boolean data type then use 

 

Total refund amount = CALCULATE([Total billing], Test[Refund]=True())




Did I answer your question? Mark my post as a solution!

Proud to be a PBI Community Champion




@rickylee

 

You can use below formula to get values.....

 

Refunamt = CALCULATE(SUM('Billing-Refund'[Billing]), 'Billing-Refund'[Refund]=TRUE())

 

 

True-Not-Working.jpg

 

If it is soultion for your query, Pls accept as solution. It is helpful to others....

 

@rickylee

 

Is the Refund column a text data type column?

 

What if you use TRUE()

 

Total refund amount = CALCULATE([Total billing], Test[Refund]=True())

 

 

PattemManohar
Community Champion
Community Champion

@rickylee Could you please post sample data for testing your scenario.





Did I answer your question? Mark my post as a solution!

Proud to be a PBI Community Champion




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!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

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.