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ofi2023
Regular Visitor

SUMIFS DAX Equivalent

I'm new to PowerBI and DAX and I've been stuck trying to creating a measure to sum the Amount column if the Status is either "OK to Pay" or "Paid". In excel, I would use the =SUM(SUMIFS(Education Award Payments'!F:F,'Education Award Payments'!E:E,Sheet1!E6,'Education Award Payments'!G:G,Sheet1!$I$5:$J$5)) forumla to get the values for each participant, but I'm just not sure what the DAX formula would be to get the same results. 

 

Column E        Column F      Column G

NameAmountStatus
Participant 1$1,126.00OK to Pay
Pasrticipant 1$76.95Hold
Participant 1$750.00Paid
Participant 2$690.00Cancel
Participant 2$89.25OK to Pay
Participant 3$157.93OK to Pay

 

 

1 ACCEPTED SOLUTION
jgeddes
Super User
Super User

Any of the following would work...

Sum1 = 
SUMX(
    FILTER('Table', 'Table'[Status] IN {"OK to Pay", "Paid"}),
    'Table'[Amount]
)
Sum2 = 
SUMX(
    FILTER('Table', 'Table'[Status] = "OK to Pay" || 'Table'[Status] = "Paid"),
    'Table'[Amount]
)
Sum3 = 
CALCULATE(
    SUM('Table'[Amount]),
    OR('Table'[Status] = "Ok to Pay", 'Table'[Status] = "Paid")
)




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View solution in original post

5 REPLIES 5
Anonymous
Not applicable

Hi @ofi2023 ,

 

Your solution is great, ryan_mayu  / jgeddes . It worked like a charm! Here I have another idea in mind, and I would like to share it for reference.

 

Please try:

 

Create a measure:

Total Amount = SUMX(
    CALCULATETABLE(
        'Table',
        'Table'[Status] IN {"OK to Pay", "Paid"}
    ),
    'Table'[Amount]
)

 

In the final page the effect is shown below:

vhuijieymsft_0-1716861732595.png

 

The pbix file is attached.

 

If you have any other questions please feel free to contact me.

 

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

This is a great alternative! It wasn't exactly what I was looking for since it separated the status instead of combining them but this will be useful for other situations.

ryan_mayu
Super User
Super User

@ofi2023 

I don't think you need to create measures for this

11.PNG





Did I answer your question? Mark my post as a solution!

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jgeddes
Super User
Super User

Any of the following would work...

Sum1 = 
SUMX(
    FILTER('Table', 'Table'[Status] IN {"OK to Pay", "Paid"}),
    'Table'[Amount]
)
Sum2 = 
SUMX(
    FILTER('Table', 'Table'[Status] = "OK to Pay" || 'Table'[Status] = "Paid"),
    'Table'[Amount]
)
Sum3 = 
CALCULATE(
    SUM('Table'[Amount]),
    OR('Table'[Status] = "Ok to Pay", 'Table'[Status] = "Paid")
)




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





Thank you so much! This is exactly what I was looking for.

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