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New Member

## How to include multiple years in SUMX function

Hey PBI Community - I am trying to write a query to sum up the life-to-date financials. This would mean filtering for several different fiscal years. I have tried with the query below but when I create this measure and drag it in to the PBI workspace nothing comes up. Any recommendations would be very much appreciated!

LTD Actuals =

var FSG = SELECTEDVALUE('Trended PL'[FSG5])

var a =

SUMX(

FILTER('Trended PL',

'Trended PL'[Scenario]="Actual"

&&'Trended PL'[Fiscal Year]="FY2019"

&&'Trended PL'[Fiscal Year]="FY2020"),

'Trended PL'[PL Amount CYP])

return  IF(FSG="FSG10000",a,a*-1)

1 ACCEPTED SOLUTION
Super User

Hi,

I am not sure if I understood your question correctly, but please try something like below whether it suits your requirement.

``````LTD Actuals =
VAR FSG =
SELECTEDVALUE ( 'Trended PL'[FSG5] )
VAR a =
SUMX (
FILTER (
'Trended PL',
'Trended PL'[Scenario] = "Actual"
&& OR (
'Trended PL'[Fiscal Year] = "FY2019",
'Trended PL'[Fiscal Year] = "FY2020"
)
),
'Trended PL'[PL Amount CYP]
)
RETURN
IF ( FSG = "FSG10000", a, a * -1 )
``````

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.

2 REPLIES 2
Super User

I think you need this

``````LTD Actuals =
VAR FSG =
SELECTEDVALUE ( 'Trended PL'[FSG5] )
VAR a =
SUMX (
FILTER (
'Trended PL',
'Trended PL'[Scenario] = "Actual"
&& 'Trended PL'[Fiscal Year] in {"FY2019","FY2020"}
),
'Trended PL'[PL Amount CYP]
)
RETURN
IF ( FSG = "FSG10000", a, a * -1 )``````

Super User

Hi,

I am not sure if I understood your question correctly, but please try something like below whether it suits your requirement.

``````LTD Actuals =
VAR FSG =
SELECTEDVALUE ( 'Trended PL'[FSG5] )
VAR a =
SUMX (
FILTER (
'Trended PL',
'Trended PL'[Scenario] = "Actual"
&& OR (
'Trended PL'[Fiscal Year] = "FY2019",
'Trended PL'[Fiscal Year] = "FY2020"
)
),
'Trended PL'[PL Amount CYP]
)
RETURN
IF ( FSG = "FSG10000", a, a * -1 )
``````

If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.

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