Forum Discussion

brotha_lee's avatar
brotha_lee
Regular Visitor
8 years ago
Solved

SUMIF / DAX

Hi, I am new to DAX but I am struggling with a very simple question. I have the following table: AccountingPeriod Project Amount 201801 X 10 201802 X -10 201803   20 201803 ...
  • Ashish_Mathur's avatar
    Ashish_Mathur
    8 years ago

    Hi,

     

    Here is the result i got.  You may download the PBI file from here.

     

    Hope this helps.

     

brotha_lee's avatar
brotha_lee
Regular Visitor
8 years ago

Thanks for the reply. I can understand your comment, that it can be misleading, however I want to use the measure to filter out all the enrties for which the projects have a 0 balance. The matrix solution unfortunately is not possible, as the user want to see all detailed lines (transactions) at once, instead of drilling up and down.

Anonymous's avatar
Anonymous
Not applicable
8 years ago

In that case, you can leverage the interactivity of Power BI. On one table or chart (for example a bar chart), you have a listing of projects with their aggregate balance. This can be done easily out of the box, and you can filter that visual to have a sum of Amount greater than zero, or not equal to zero. Once the user clicks on any projects there, a table showing the individual transactions will be filtered to that project.

 

If you really need to, you can use CALCULATE with a simple SUM on Amount, and a filter that compares "Project" to "EARLIER(Project)".