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dokat
Post Prodigy
Post Prodigy

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?
1 ACCEPTED SOLUTION
bcdobbs
Super User
Super User

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.



Ben Dobbs

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View solution in original post

2 REPLIES 2
bcdobbs
Super User
Super User

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.



Ben Dobbs

LinkedIn | Twitter | Blog

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

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

 

Thanks

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