Group by in Dax

[Anonymous]

SQL

Select BalanceDAte, Sum(CurrentBalance) FROM [dbo].[VW_RPT_PortfolioReview_6Month]
Where
Pool ='Java' AND

CATEGORY1 not in (
'Closed Full Redemption','Closed with remaining shortfall'
)
group by
BalanceDate

I want to group by BalanceDate,

CALCULATE(SUM(VW_RPT_PortfolioReview_6Month[CurrentBalance]),
FILTER( 
	ALLEXCEPT(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[POOL],VW_RPT_PortfolioReview_6Month[BalanceDate]), 
    VW_RPT_PortfolioReview[CATEGORY1]<>"Closed with remaining shortfall" 
		)
	)

I am confused when to use Sumx or Group by , why SumX is not grouping by Row 

Attempt at SUMX

CALCULATE(SUMX(FILTER(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[CATEGORY1] <>"Closed with remaining shortfall" && VW_RPT_PortfolioReview_6Month[CATEGORY1]<>"Closed Full Redemption"
), VW_RPT_PortfolioReview_6Month[CurrentBalance]),ALLEXCEPT(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[POOL]))

Attempt at Group BY

GROUPBY(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[BalanceDate],"Name",CALCULATE(SUM(VW_RPT_PortfolioReview_6Month[CurrentBalance]),

FILTER(

    ALLEXCEPT(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[POOL]),VW_RPT_PortfolioReview_6Month[CATEGORY1] <>"Closed with remaining shortfall" && VW_RPT_PortfolioReview_6Month[CATEGORY1]<>"Closed Full Redemption"

    )))

[v-juanli-msft]

Hi

Very happy to see the issue solved by yourself.

It is very generous of you to share the solution here so that other prople may benefit from this thread.

Best Regards

Maggie

[Anonymous · Accepted solution]

Figured it out CALCULATE(SUMX(FILTER(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[CATEGORY1] <>"Closed with remaining shortfall" && VW_RPT_PortfolioReview_6Month[CATEGORY1]<>"Closed Full Redemption" ), VW_RPT_PortfolioReview_6Month[CurrentBalance]),ALLEXCEPT(VW_RPT_PortfolioReview_6Month,VW_RPT_PortfolioReview_6Month[POOL],VW_RPT_PortfolioReview_6Month[BalDateMonthName]))