Power BI Group Total

[Anonymous]

I have mock dataset looks like below. 

On my visualization, I have two problems: 

1) I am trying to show the total sales by group. - called "group total". But on my dataset, I have Item Code called "/return". I do not want to list "/return" on my visualization. So I filtered it out through filters. 

I created measure called "group total" with the following dax formula : 

group total = CALCULATE(SUM(Table1[Total Sales]),ALLEXCEPT(Table1,Table1[Group],Table1[Date]))

It populates what I want but it is including "/return" in the calculation. - I want the "group total" of group A to be $1700, not $1500. What should I change in my "group total" formula to get what I want? 

2. I want to add a column called "return" that sums all the "/return". So same group will show same amount of "return", just like "group total". 

I created measure "return" just to show you what I want. 

return = Calculate(Sum(Table1[Total Sales]),Filter(Table1,Find("/",Table1[Item code], ,0)<>0))

What I want eventually is something like this. 

I hope I described my problem clear enough.
 

I would appreciate any help! 

[Anonymous]

@Greg_Deckler I am not sure why my previous post got deleted... So I posted again. 

My problem with your solution was that 

1) The group total still includes the "/return" amount
2) If I filter by date using slicer, february still shows "/return". But if you look at the dataset, February doesn't have return amount. 

[Greg_Deckler · Accepted solution]

@Anonymous  - How about these:

return = 
VAR __group = MAX('Table17'[Group])
RETURN
CALCULATE(SUM(Table17[Total Sales]),Filter(ALLEXCEPT(Table17,Table17[Date]),[Item code]="/return" && [Group]=__group))

group total = CALCULATE(SUMX(FILTER(Table17,[Item code]<>"/return"),[Total Sales]),ALLEXCEPT(Table17,Table17[Group],Table17[Date]))

Very minor tweaks.

Attached again, Page 5, Table 17.

[Anonymous]

@Greg_Deckler 
Sorry to bother you again, but I applied the code to my real data, and found 2 problems. 

1) the "deduction" (which is same with "return" in my example) seems not working. The correct amount should be -3097.26 for customer ACEHW01. But it seems like it is all broken down? And the total number doesn't match. I screen captured my code so that you can take a look. 

2) When I filter by customer using slicer, the group total doesn't work anymore. I chose CustomerNo "ACEHW01" as an example. and the group total breaks as well. The total seems correct though. I screencaptured my code for grouptotal as well. 



Do you think you need the original pbix file? 

[Anonymous]

@GilbertQ @v-danhe-msft Could you help on solving problem above? 

Thank you

[GilbertQ]

Hi there did you try what Greg suggested?

[Anonymous]

@GilbertQ 

Yes. 

But I found 2 more problems 

1. 

Greg's version of "deduction" didn't work. So I modified this to get it work. 

deduction = Calculate(SUM(AR_InvoiceHistoryDetail[Total Sales]),
            Filter(ALLEXCEPT(AR_InvoiceHistoryDetail,AR_InvoiceHistoryDetail[CustomerNo],
            AR_InvoiceHistoryDetail[Invoice Date]),
            find("/",AR_InvoiceHistoryDetail[ItemCode], ,0)<>0))

But this doesn't show the amount that I want.

But when I unfilter the itemcode to show everything, it shows the correct amount. 

This is exactly what I want (group total and deduction value-wise), but I don't want to show the itemcodes that have "/" in the beginning. 

2. when I filter by customer through slicer, everything both group total and deduction breaks down. I want them to keep the same amount even when they are filtered through slicer. 



Please let me know if anything is not clear. 

[Anonymous]

@v-danhe-msft This is pretty much the same problem as the other post. I applied the code to my real data, and I am having these problems. Could you help, please? 

[Anonymous]

@Greg_Deckler Greg, Any idea for my problem above?

[Greg_Deckler]

PBIX would help but I'm thinking that you need to modify your ALLEXCEPT to include customer since you have a customer slicer?

[Anonymous]

@Greg_Deckler  Is there a way that I can send you the pbix file securely? 

[Anonymous]

@v-frfei-msft 

[Anonymous]

@Greg_Deckler Thank you so much!! This works perfectly! I appreciate your help!!