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AleFVG's avatar
AleFVG
Icon for Helper I rankHelper I
5 years ago
Solved

Sum Groupby only for current year

Hello guys!   i have this dax formula:   ABC by Year = GROUPBY('Fact','Fact'[Supplier],"Spend",SUMX(CURRENTGROUP(),'Fact'[Spend]))     how can i change it because i only sum the values of th...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi AleFVG ,

    Here is my data sample and pbix file.

    2020-1-11
    2019-1-12
    2019-1-13
    2018-2-24
    2018-3-25
    2020-1-16

     

    In my test, your GROUPBY() formula returns a new table like this:

    According to my understand, you want to calculate the sum of each year, or just the current year(2020) , right?

    You could use the following formula:

    Measure =
CALCULATE (
    SUM ( 'Table1'[Value] ),
    FILTER ( ALL ( 'Table1' ), 'Table1'[Year] = MAX ( 'Table1'[Year] ) )
)
    SumCurrentYear =
IF (
    MAX ( 'Table1'[Year] ) = YEAR ( TODAY () ),
    CALCULATE (
        SUM ( 'Table1'[Value] ),
        FILTER ( ALL ( 'Table1' ), 'Table1'[Year] = YEAR ( TODAY () ) )
    )
)

    Or create a column

    Column =
CALCULATE ( SUM ( 'Table1'[Value] ), ALLEXCEPT ( Table1, Table1[Year] ) )

    My visualizations are shown below:

    Did I answer your question ? Please mark my reply as solution. Thank you very much.
    If not, please upload some insensitive data samples and expected output.

     

    Best Regards,
    Eyelyn Qin

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
5 years ago

AleFVG , With a date table with time intelligence

example

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

 

//Can work with year table too

This Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('order'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

 

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

  • AleFVG's avatar
    AleFVG
    Icon for Helper I rankHelper I
    5 years ago

    thanks for your response amitchandak !

     

    I have date table, but i didn't understand how i should change my dax formula.