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stokesmcr's avatar
stokesmcr
New Member
10 years ago
Solved

Formula Help (SUMIF not available)

Hi All,
Need some Power BI formula geniuses.
I have a formula which I have created in Excel and trying to replicate in Power BI, but unable due to SUMIF function not available.

General Gist of Formula.
1) Current Time Period is May.
2) I want to add - what I have invoiced for the last period + what I have orders for next period (see green)
3) See picture below how I currently have this executed in Excel, I cannot implement in Power BI.

Data below is dummy for sake of the exercise but I have a much larger data set in the background.

Please help!!

 

  • Managed to resolve it.

     

    Calculation = (CALCULATE(SUMX('Table'[Orders]),FILTER(Table,Table[Period]<>"APR 2016")) + (CALCULATE(SUMX('Table','Table'[Invoiced]),FILTER(Table,Table[Period]="APR 2016"))))

4 Replies

  • DAX formulas, which we use in Power BI have a little different logic. In your example, a think the best way is to use SUMX with FILTER function 

    SUMX((FILTER(<the name of your table>,"APR 2016"=<name column you want to compare>),<name of column you want to sum>)

  • stokesmcr - had this same issue the other day. This worked for me:

     

    CALCULATE(SUMX('Table','Table'[Invoiced goods]+[Ordered goods]),FILTER(ALL('Table'),'Table'[Period]<=MAX('Table'[Period])))

     

    Thanks should work for you. 'Table' is what ever your table/file name is.

     

    Thanks,

     

    Giles

    • stokesmcr's avatar
      stokesmcr
      New Member

      GilesWalker

       

      Thanks for your help so far. How did you pass the time period requirement into the formula?

       

      In my case - I want "Invoiced" for April and "Orders" for May + June. 

       

      Thank you, Michael

  • Managed to resolve it.

     

    Calculation = (CALCULATE(SUMX('Table'[Orders]),FILTER(Table,Table[Period]<>"APR 2016")) + (CALCULATE(SUMX('Table','Table'[Invoiced]),FILTER(Table,Table[Period]="APR 2016"))))