Sum 2 filtered visuals (not using relationship)

Hi DHorsley1 ,

Thanks for clarifying! If you want the filtering to be dynamic and based on slicer selection (so that you don’t have to manually change the person in the DAX), you can use the SELECTEDVALUE function in your measures. Here’s how you can adapt the measures for dynamic selection:

AdjBook_Table1 =
CALCULATE(
    SUM('YourTable'[adj. book of business]),
    'YourTable'[Billing Partner] = SELECTEDVALUE('YourSlicerTable'[Person]),
    'YourTable'[MMA] <> SELECTEDVALUE('YourSlicerTable'[Person])
)

AdjBook_Table2 =
CALCULATE(
    SUM('YourTable'[adj. book of business]),
    'YourTable'[MMA] = SELECTEDVALUE('YourSlicerTable'[Person]),
    'YourTable'[Billing Partner] <> SELECTEDVALUE('YourSlicerTable'[Person])
)

CombinedAdjBook =
[AdjBook_Table1] + [AdjBook_Table2]

• Replace 'YourSlicerTable'[Person] with the actual table and column you are using for the slicer.
• Place your slicer visual on the report page, so the user can select the person, and the card visual with [CombinedAdjBook] will update automatically based on the slicer selection.

If you have a more complex scenario or run into issues with slicer setup, just let me know your table/column names and I can help tailor the DAX further.
translation and formatting supported by AI

Hi DHorsley1 ,

Thanks for posting in Microsoft Fabric Community.

To combine the 'adj. book of business' values from the two filtered visuals into a single card, creating a separate measure that replicates your filter logic is the right approach, especially since both visuals are filtered independently and not through a relationship.

Based on the ongoing discussion, your setup involves filtering:

One visual where Billing Partner = selected person and MMA ≠ selected person

Another where MMA = selected person and Billing Partner ≠ selected person

Since the person is selected manually using a slicer, the measure can use SELECTEDVALUE to capture that selection and apply the above conditions inside CALCULATE.

To help write the exact DAX, please share some sample data without sensitive info, including the relevant columns.

Please let us know if the earlier suggestion from burakkaragoz worked for you or if you need further assistance.

Hope this helps. Please reach out for further assistance.

Please consider marking the helpful reply as Accepted Solution and giving kudos to assist others with similar issues.

Thnak you.
Also thanks to burakkaragoz for your continued guidance on this thread