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CJ_96601's avatar
CJ_96601
Icon for Helper V rankHelper V
7 years ago

Sum Value based on distinct record from other column

  Need to sum up values of the largest amount based on badge number and  based on selected year.  Below is the sample table for easy reference.  I appreciate your help   Bold data (the largest of ...
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CJ_96601's avatar
CJ_96601
Icon for Helper V rankHelper V
7 years ago

If i understand you correctly, you want me to have a new table?

 

The data i have shared is just part of the so many records (15000 rows) and for that cannot create a new table.  

 

Need to use existing table and show the visuals based on my requirements

 

 

 

PattemManohar's avatar
PattemManohar
Icon for Community Champion rankCommunity Champion
7 years ago

CJ_96601  Ok, if you don't want to create an another table (summarized). Then follow the below steps as an alternate method.

 

Please add a new column to your source table as below

 

MaxFlag = 
VAR _MaxVal = CALCULATE(MAX(Test219MaxSum[Amount]),FILTER(Test219MaxSum,Test219MaxSum[BadgeNo]=EARLIER(Test219MaxSum[BadgeNo]) && Test219MaxSum[Year] = EARLIER(Test219MaxSum[Year])))
RETURN IF(Test219MaxSum[Amount] = _MaxVal,"Y","N")

Then have a visual level filter as below.

 

 

Hope this helps !!

  • CJ_96601's avatar
    CJ_96601
    Icon for Helper V rankHelper V
    7 years ago

    Thanks.

     

    Shall i add column in Power bi query or in excel file?

     

     

  • PattemManohar's avatar
    PattemManohar
    Icon for Community Champion rankCommunity Champion
    7 years ago

    CJ_96601 No, it is in Power Query Editor, once you click on the "Edit Queries"

     

  • CJ_96601's avatar
    CJ_96601
    Icon for Helper V rankHelper V
    7 years ago

    Hi, 

     

    I used this and it works..

     

    SUMX ( DISTINCT( Sheet1[BADGENO] ),CALCULATE ( MAXX (Sheet1,Sheet1[Amount] ) ) )
     
    just need help on how to create systax to link it to the year.
     
    thanks
     
  • PattemManohar's avatar
    PattemManohar
    Icon for Community Champion rankCommunity Champion
    7 years ago

    CJ_96601  Please update your Measure logic as below and use your Year field as a filter.

     

    Test219 = 
VAR _Total = SUMX(SUMMARIZE(Test219MaxSum,Test219MaxSum[BadgeNo],Test219MaxSum[Year],"Amount",MAX(Test219MaxSum[Amount])),[Amount])
RETURN IF(HASONEFILTER(Test219MaxSum[Year]),SUMX(DISTINCT(Test219MaxSum[BadgeNo]),CALCULATE(MAXX(Test219MaxSum,Test219MaxSum[Amount]))),_Total)

     

  • CJ_96601's avatar
    CJ_96601
    Icon for Helper V rankHelper V
    7 years ago

    Hi, thank you for your response.

     

    The date (year) i am currently  using  is in another table.

     

    Do i need to make a relationship between the two tables.

     

    As of now, there is only one active relationship in power bi

     

     

  • CJ_96601's avatar
    CJ_96601
    Icon for Helper V rankHelper V
    7 years ago

    Furthermore,  if i make a relationship (Year), if i click year 2020, the result is zero , null, as there is no record in 2020.  What i would like to have is to have 2019 sum even if i click 2020.

     

    Regards, 

     

     

  • PattemManohar's avatar
    PattemManohar
    Icon for Community Champion rankCommunity Champion
    7 years ago

    CJ_96601 Yes it should have a relationship based on the Year field from which table you want to get it as a filter.

  • CJ_96601's avatar
    CJ_96601
    Icon for Helper V rankHelper V
    7 years ago

    is it possible not having a relationships but create the filter by year (in the measure)?