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aeg23
Regular Visitor

Subtotal by column and not as an aggregate?

Hello,

 

Below you will see 4 different measures I created:

 

Completed Closings = CALCULATE(COUNT('Individual Activity Report'[Order Number]),'Individual Activity Report'[Signing Type]="Completed Closings",'Individual Activity Report'[Service Status]="Completed")

 

Closing Goal = SUM('Excused Days'[Standard Number of Closings])

 

Bonus Closings = IF([Completed Closings]>[Closing Goal],[Completed Closings]-[Closing Goal],0)

 

Bonus $ = [Bonus Closings]*67.50

 

I would like for the Bonus Closings and Bonus$ to sum as a column and not as an aggregate. I have tried creating calculated columns but my formulas fail. Can anyone point me in the right direction please?

 

PBI Example.PNG

 

1 ACCEPTED SOLUTION

@ChandeepChhabra Thank you for your reply, and my apologies for not responding sooner. The formula you provided did not work, but I got around it by creating a Summarization Table for all of the data I wanted to add up by column rather than as an aggregate. It worked for what I needed:

 

Summarization Table = SUMMARIZECOLUMNS('Individual Activity Report'[Week Ending Date],'Individual Activity Report'[Partner Name ],"Completed Closings",(CALCULATE(COUNT('Individual Activity Report'[Order Number]),'Individual Activity Report'[Signing Type]="Completed Closings",'Individual Activity Report'[Service Status]="Completed")),"Notary Trip Fees",CALCULATE(COUNT('Individual Activity Report'[Signing Type for Notary Trip]),'Individual Activity Report'[Service Status]="Completed"),"Post Closing Request",CALCULATE(COUNT('Individual Activity Report'[Order Number]),'Individual Activity Report'[Signing Type]="Post Closing Requests",'Individual Activity Report'[Service Status]="Completed"),"Document Notifications",CALCULATE(COUNT('Individual Activity Report'[Order Number]),'Individual Activity Report'[Signing Type for Document Notification]="Document Notifications",'Individual Activity Report'[Service Status]="Completed"))

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2 REPLIES 2
ChandeepChhabra
Impactful Individual
Impactful Individual

@aeg23 Try this modified measure 

 

Bonus Closings = IF([Completed Closings]>[Closing Goal], IF(HASONEVALUE('Individual Activity Report'[Week Ending]),SUMX('Individual Activity Report',[Completed Closings]-[Closing Goal]), [Completed Closings]-[Closing Goal]),0)

 

If this doesn't work, please share a link where I can download your pbi file

@ChandeepChhabra Thank you for your reply, and my apologies for not responding sooner. The formula you provided did not work, but I got around it by creating a Summarization Table for all of the data I wanted to add up by column rather than as an aggregate. It worked for what I needed:

 

Summarization Table = SUMMARIZECOLUMNS('Individual Activity Report'[Week Ending Date],'Individual Activity Report'[Partner Name ],"Completed Closings",(CALCULATE(COUNT('Individual Activity Report'[Order Number]),'Individual Activity Report'[Signing Type]="Completed Closings",'Individual Activity Report'[Service Status]="Completed")),"Notary Trip Fees",CALCULATE(COUNT('Individual Activity Report'[Signing Type for Notary Trip]),'Individual Activity Report'[Service Status]="Completed"),"Post Closing Request",CALCULATE(COUNT('Individual Activity Report'[Order Number]),'Individual Activity Report'[Signing Type]="Post Closing Requests",'Individual Activity Report'[Service Status]="Completed"),"Document Notifications",CALCULATE(COUNT('Individual Activity Report'[Order Number]),'Individual Activity Report'[Signing Type for Document Notification]="Document Notifications",'Individual Activity Report'[Service Status]="Completed"))

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