How to Group By?

[mumair]

How do I group my data? Let's say for example, I have data with these columns: managers, months, and sales. I want the total sales per month per manager. How would I write this in DAX?

[CahabaData]

You may not need dax.  Try experimenting with a Table visual or a Matrix visual - drag the fields into the appropriate design wells in the design pane - - and for this type of data PBI is going to recognize that grouping & aggregation.

If you already know this - and know you need/want to model it with calculated measure/columns - provide just a few line/record samples of your raw data table as a starting point...

[mumair]

Yes, I need to use DAX. The example I provided was to assist me in my actual dataset which is much larger. I cannot share the real data because it is properitary.

[v-huizhn-msft · Accepted solution]

Hi @mumair,

You can create a new table using SUMMARIZE function by New Table under Modeling on home page->type the following formula.

Group-by-table=SUMMARIZE(Table,Table[Month], Table[Managers],"Total Sales", sum(Table[sale]))  

You also can create a new calculated column using the formula.

Total-sales-column = CALCULATE(SUM(Table[sales]),ALLEXCEPT(Table,Table[Month],Table[Managersr]))

Thanks,
Angelia