Forum Discussion
Bansi008
2 years agoHelper III
Required help in conditional SUM function using DAX query.
Hi there, I have given sample table for reference, using SEC_ISSUER as identifier I need to calculate sum of total value using VALUE column for example, DAX query should sum up for all sec_name val...
- 2 years ago
Hi Bansi008
You can use the measure :sum_by_issuer = CALCULATE(sum('Table'[VALUE]),ALLEXCEPT('Table','Table'[SEC_ISSUER]))The pbix is attached
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Bansi008
2 years agoHelper III
Thanks Ritaf1983 , this worked. I need one more help regarding the same query. Can we amend this syntax where I other issuer total value stay as it is but only purchase value will be in reverse sign. Example if sum of purchase value based on issuer is -100 then it should populate as 100 or vise versa. Rest everything should stay as it is.
| DATE | SEC_NAME | SEC_ISSUER | VALUE | TYPE | TOTAL_VALUE |
| 6/30/2023 | ABC | AB | -1 | Purchase | 4 |
| 7/31/2023 | ABCD | AB | 2 | Expense | 2 |
| 8/31/2023 | ABCDE | AB | -3 | Purchase | 4 |
| 9/30/2023 | ABCEDF | AB | 4 | Sale | 4 |
| 10/31/2023 | OPQ | OP | 5 | Income | 5 |
| 11/30/2023 | OPQR | OP | 6 | Sale | 6 |
| 12/31/2023 | OPQRS | OP | -7 | Purchase | 7 |