Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Anonymous
Not applicable

SQL to DAX Converstion - Create complex aggregation measure using conditions

I'm new to PowerBi/DAX and have a burning need to create ~10-15 complex aggregate measures from a related table (Deal Investment) that will be aggregated and stored on another table (Deal).  The differences are real, and any help is sincerely appreciated.  I am assuming that I will need to use Calculate SUMX and related function syntax, but asking for some newbie guidance from the community.

Here is a sample SQL query that I need to replicate in DAX:

  • SQL query Table reference:  dit = [Deal Investment Type] ; di = [Deal Investment]; d = [Deal]
  • Calculated Column on [Deal Investment] (inserted to SQL below) = [New Money Flag] 
SQL Syntax for "Total Sr. Secured Debt Amount" calc:
SUM(
    CASE WHEN di.new_typeidname IN ('Delayed Draw - Senior Debt', 'RCF') AND di.[New Money flag] = 1 THEN ISNULL(di.new_drawnamountglobal,0)
    WHEN dit.new_securitytype = '100000004' and di.new_typeidname NOT IN ('Delayed Draw - Senior Debt', 'RCF','Senior Subordinated Debt') AND di.[new Money flag] = 1 THEN
    CASE WHEN di.new_ivpinvestmenttypename IN ('Cash') THEN -1 * ABS(ISNULL(di.new_amount, 0))
            ELSE ISNULL(di.new_amount, 0)
            END
        END
       ) / 1000000 as total_srsecdebt_amt
3 REPLIES 3
Greg_Deckler
Community Champion
Community Champion

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490



Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
DAX For Humans

DAX is easy, CALCULATE makes DAX hard...
Anonymous
Not applicable

Thanks Greg, point taken!  Since my question is really a question of syntax conversion from SQL to DAX for nested Case/When statements, I assumed that providing the relevant table references and SQL logic would suffice.  That being said, I will provide a dataset and walk through the calculation logic in plain English.   Thanks for taking the time to respond!  

In between refer:https://www.youtube.com/watch?v=UsAJPIANAb8

https://community.powerbi.com/t5/Desktop/Help-with-SWITCH-TRUE-with-multiple-items-to-evaluate/td-p/...

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.