Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Join the Fabric FabCon Global Hackathon—running virtually through Nov 3. Open to all skill levels. $10,000 in prizes! Register now.

Reply
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
Community Champion
Community Champion

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!!

View solution in original post

2 REPLIES 2
bcdobbs
Community Champion
Community Champion

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

Helpful resources

Announcements
September Power BI Update Carousel

Power BI Monthly Update - September 2025

Check out the September 2025 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors
Top Kudoed Authors