Forum Discussion
Show sum in table column based on condition
Hello,
I have the following table in Power BI and i am using a slicer for the "Region" column.
- If i select Region = YUN, then the sum in the "Total" column is correct, since the currencies are the same, that is, USD.
- If i select Region = TOD, then the sum in the "Total" column is not correct, since it is adding up two different currencies.
The problem is that the sum shown at the end of the "Total" column is meaningless if the currencies are not the same in all the rows. I am trying to display the sum in the "Total" column only if the currencies are the same, otherwise hide the sum value. Is this possible? Any help is much appreciated!
| Document ID | Region | Total | Currency |
| 3998 | TOD | 6485.52 | NOK |
| 4050 | TOD | 87889 | USD |
| 4050 | WAP | 89367.5 | DKK |
| 4060 | HEP | 27050.73 | EUR |
| 4139 | YUN | 4785.25 | USD |
| 4145 | WAP | 720 | DKK |
| 4149 | HEP | 583 | EUR |
| 4157 | WAP | 15204 | CAD |
| 4160 | YUN | 4197 | USD |
| 4160 | HEP | 44924 | EUR |
| 4164 | WAP | 1297.59 | NOK |
Here is one way.
First the model:
Include slicers from the dimension tables and use the dimension table fields in the visual. Next create this measure:
Filter Slicers = COUNTROWS(RELATEDTABLE(fTable))Add this measure to the filter pane for each slicer and set the value to greater or equal to 1. This will filter each slicer to show the complementary values for each field only.
Now create the measure to show the total only when one currencies is displayed (if there are two or more currencias, the rows are displayed but not the total).
Filter Sum = VAR _Rows = IF ( ISBLANK ( [Sum Total] ), BLANK (), CALCULATE ( DISTINCTCOUNT ( 'fTable'[Currency] ), ALLEXCEPT ( fTable, 'Region Table'[dRegion] ) ) ) //Calculates the distincount of currencies by region RETURN IF ( ISFILTERED ( 'Currency Tbale'[dCurrency] ), [Sum Total], //if a currency is selected, the sum is returned IF ( _Rows > 1, IF ( ISINSCOPE ( 'Region Table'[dRegion] ), [Sum Total] ) // will not return a total if a currency is not selected and there are more than 1 currencies by region , [Sum Total] ) ) //will return the sum if a region is selected with only 1 currency.and you will get:
Sample PBIX file attached
For that you need this measure:
Sum converted to euros if = VAR _Rows = IF ( ISBLANK ( [Sum Total] ), BLANK (), CALCULATE ( DISTINCTCOUNT ( 'fTable'[Currency] ), ALLEXCEPT ( fTable, 'Region Table'[dRegion] ) ) ) VAR _NumCurr = CALCULATE ( DISTINCTCOUNT ( 'Currency Tbale'[dCurrency] ), ALLSELECTED ( 'Currency Tbale'[dCurrency] ) ) RETURN IF ( _NumCurr = 1, [Sum Total], IF ( _Rows > 1, [Sum Euro], [Sum Total] ) )(I've added an extra row with the region "Narnia" in USD to check the measure if more than one region is selected)
I have also altered the [Filter Sum] measure for the original table to account for the posibility of the selection of more than one currency:
Filter Sum = VAR _Rows = IF ( ISBLANK ( [Sum Total] ), BLANK (), CALCULATE ( DISTINCTCOUNT ( 'fTable'[Currency] ), ALLEXCEPT ( fTable, 'Region Table'[dRegion] ) ) ) VAR _NumCurr = CALCULATE ( DISTINCTCOUNT ( fTable[Currency] ), ALLSELECTED ( 'Currency Tbale'[dCurrency] ) ) RETURN IF ( AND ( NOT ( ISINSCOPE ( 'Region Table'[dRegion] ) ), _NumCurr <> 1 ), BLANK (), IF ( ISFILTERED ( 'Currency Tbale'[dCurrency] ), [Sum Total], IF ( _Rows > 1, IF ( ISINSCOPE ( 'Region Table'[dRegion] ), [Sum Total] ), [Sum Total] ) ) )New file attached
(PS, if this works for you, please mark this post as the solution instead of the previous one, since this one covers the possibility of multiple currency selections for both the clustered column and table visuals!)
Ok. So thanks to the new requirements, I've come up with a much simpler solution to the measures needed:
Filter Sum = VAR _Rows = CALCULATE ( DISTINCTCOUNT ( fTable[Currency] ), ALLSELECTED ( 'Calendar'[Date] ) ) RETURN IF ( _rows > 1, BLANK (), [Sum Total] )Sum converted to euros if = VAR _Rows = CALCULATE ( DISTINCTCOUNT ( fTable[Currency] ), ALLSELECTED ( 'Calendar'[Date] ), ALLSELECTED ( fTable ) ) RETURN IF ( _Rows = 1, [Sum Total], [Sum Euro] )and consequently simplified all the other Conditional Formatting and title measures.
New file attached
12 Replies
- PaulDBrown
Community Champion
Here is one way.
First the model:
Include slicers from the dimension tables and use the dimension table fields in the visual. Next create this measure:
Filter Slicers = COUNTROWS(RELATEDTABLE(fTable))Add this measure to the filter pane for each slicer and set the value to greater or equal to 1. This will filter each slicer to show the complementary values for each field only.
Now create the measure to show the total only when one currencies is displayed (if there are two or more currencias, the rows are displayed but not the total).
Filter Sum = VAR _Rows = IF ( ISBLANK ( [Sum Total] ), BLANK (), CALCULATE ( DISTINCTCOUNT ( 'fTable'[Currency] ), ALLEXCEPT ( fTable, 'Region Table'[dRegion] ) ) ) //Calculates the distincount of currencies by region RETURN IF ( ISFILTERED ( 'Currency Tbale'[dCurrency] ), [Sum Total], //if a currency is selected, the sum is returned IF ( _Rows > 1, IF ( ISINSCOPE ( 'Region Table'[dRegion] ), [Sum Total] ) // will not return a total if a currency is not selected and there are more than 1 currencies by region , [Sum Total] ) ) //will return the sum if a region is selected with only 1 currency.and you will get:
Sample PBIX file attached
- AnonymousNot applicable
Hi PaulDBrown Thanks for your reply! I have a related question about presenting the same data in a chart, so that:
1. if the currencies do not match, then show the Y-axis as "Converted to EUR", else
2. if the currencies are the same, then show the Y-axis as the common currency.
Is this possible? Any help is much appreciated!
Document ID Region Total Currency Converted to EUR 3998 TOD 6485.52 NOK 621.58 4050 TOD 87889 USD 90233.88 4050 WAP 89367.5 DKK 12014.28 4060 HEP 27050.73 EUR 27050.73 4139 YUN 4785.25 USD 4912.92 4145 WAP 720 DKK 96.79 4149 HEP 583 EUR 583 4157 WAP 15204 CAD 11356.44 4160 YUN 4197 USD 4308.98 4160 HEP 44924 EUR 44924 4164 WAP 1297.59 NOK 124.36 - PaulDBrown
Community Champion
For that you need this measure:
Sum converted to euros if = VAR _Rows = IF ( ISBLANK ( [Sum Total] ), BLANK (), CALCULATE ( DISTINCTCOUNT ( 'fTable'[Currency] ), ALLEXCEPT ( fTable, 'Region Table'[dRegion] ) ) ) VAR _NumCurr = CALCULATE ( DISTINCTCOUNT ( 'Currency Tbale'[dCurrency] ), ALLSELECTED ( 'Currency Tbale'[dCurrency] ) ) RETURN IF ( _NumCurr = 1, [Sum Total], IF ( _Rows > 1, [Sum Euro], [Sum Total] ) )(I've added an extra row with the region "Narnia" in USD to check the measure if more than one region is selected)
I have also altered the [Filter Sum] measure for the original table to account for the posibility of the selection of more than one currency:
Filter Sum = VAR _Rows = IF ( ISBLANK ( [Sum Total] ), BLANK (), CALCULATE ( DISTINCTCOUNT ( 'fTable'[Currency] ), ALLEXCEPT ( fTable, 'Region Table'[dRegion] ) ) ) VAR _NumCurr = CALCULATE ( DISTINCTCOUNT ( fTable[Currency] ), ALLSELECTED ( 'Currency Tbale'[dCurrency] ) ) RETURN IF ( AND ( NOT ( ISINSCOPE ( 'Region Table'[dRegion] ) ), _NumCurr <> 1 ), BLANK (), IF ( ISFILTERED ( 'Currency Tbale'[dCurrency] ), [Sum Total], IF ( _Rows > 1, IF ( ISINSCOPE ( 'Region Table'[dRegion] ), [Sum Total] ), [Sum Total] ) ) )New file attached
(PS, if this works for you, please mark this post as the solution instead of the previous one, since this one covers the possibility of multiple currency selections for both the clustered column and table visuals!)
- Dinesh_Suranga
Continued Contributor
Anonymous
Hi,
create a measure with SUMX to get the total.
thank you.