Forum Discussion

dokat's avatar
dokat
Post Prodigy
4 years ago
Solved

Sum based on two criteria

Hi,

 

I have a data table where i would like to data where two conditions meet.

 

The name of teh table is P&L

I'd would like to pull data where Cleandar Year= 2021  and P&L= Off Invoice Sales 

 

I am trying to use below formula however it is returning blank value

 

CALCULATE(SUM('P&L'[Values]),FILTER('P&L', ('P&L'[P&L]= "Off Invoice Sales" & ('P&L' [Calendar Year]= 12/31/2021))))
 
Can some one help me with the formla?
Need Help
  • bcdobbs's avatar
    bcdobbs
    4 years ago

    Try:

    CALCULATE(

        SUM('P&L'[Values]),
        'P&L'[P&L]= "Off Invoice Sales",

        'P&L'[Calendar Year]= 2021

    )

     

    I've tidied the code and also made calendar year equal just 2021.

    If your calendar year is a date column use DATE(2021, 12, 31) to ensure it's being parsed correctly.

2 Replies

  • bcdobbs's avatar
    bcdobbs
    Community Champion
    4 years ago

    Try:

    CALCULATE(

        SUM('P&L'[Values]),
        'P&L'[P&L]= "Off Invoice Sales",

        'P&L'[Calendar Year]= 2021

    )

     

    I've tidied the code and also made calendar year equal just 2021.

    If your calendar year is a date column use DATE(2021, 12, 31) to ensure it's being parsed correctly.

    • dokat's avatar
      dokat
      Post Prodigy
      4 years ago

      Yes it worked with DATE(2021, 12, 31).

       

      Thanks