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Anonymous
Not applicable

Multiple filters on a calculate sum formula

I have a column that I created that basically acts as a sumifs and seems to work for the most part except i need to add one more filter onto the code. 

 

Below is the code.

 

Expense Budget = CALCULATE(SUM(Budgets[Amount]),FILTER(ALL(Budgets),[Acct_no]=EARLIER(Budgets[Acct_no])))

 

The additional filter would be for the departments so something like [Dept_no]=EARLIER(Budgets[Dept_no]. I havent been able to figure out where in this current formula that could fit into without an error

1 ACCEPTED SOLUTION
dedelman_clng
Community Champion
Community Champion

You should be able to do it in one of three ways:

 

2nd filter argument for CALCULATE

Expense Budget =
CALCULATE (
    SUM ( Budgets[Amount] ),
    FILTER ( ALL ( Budgets ), [Acct_no] = EARLIER ( Budgets[Acct_no] ) ),
    [Dept_no] = EARLIER( Budgets[Dept_no] )
)

2nd filter argument for CALCULATE with an explicit FILTER call

Expense Budget =
CALCULATE (
    SUM ( Budgets[Amount] ),
    FILTER ( ALL ( Budgets ), [Acct_no] = EARLIER ( Budgets[Acct_no] ) ),
    FILTER ( ALL ( Budgets ), [Dept_no] = EARLIER ( Budgets[Dept_no]) )
)

2nd argument inside original FILTER call using && 

Expense Budget =
CALCULATE (
    SUM ( Budgets[Amount] ),
    FILTER ( ALL ( Budgets ), [Acct_no] = EARLIER ( Budgets[Acct_no] ) &&
                                 [Dept_no] = EARLIER ( Budgets[Dept_no] ) )
)

If none of these work, please provide sample data and the error messages you are getting.

 

Hope this helps

David

View solution in original post

1 REPLY 1
dedelman_clng
Community Champion
Community Champion

You should be able to do it in one of three ways:

 

2nd filter argument for CALCULATE

Expense Budget =
CALCULATE (
    SUM ( Budgets[Amount] ),
    FILTER ( ALL ( Budgets ), [Acct_no] = EARLIER ( Budgets[Acct_no] ) ),
    [Dept_no] = EARLIER( Budgets[Dept_no] )
)

2nd filter argument for CALCULATE with an explicit FILTER call

Expense Budget =
CALCULATE (
    SUM ( Budgets[Amount] ),
    FILTER ( ALL ( Budgets ), [Acct_no] = EARLIER ( Budgets[Acct_no] ) ),
    FILTER ( ALL ( Budgets ), [Dept_no] = EARLIER ( Budgets[Dept_no]) )
)

2nd argument inside original FILTER call using && 

Expense Budget =
CALCULATE (
    SUM ( Budgets[Amount] ),
    FILTER ( ALL ( Budgets ), [Acct_no] = EARLIER ( Budgets[Acct_no] ) &&
                                 [Dept_no] = EARLIER ( Budgets[Dept_no] ) )
)

If none of these work, please provide sample data and the error messages you are getting.

 

Hope this helps

David

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