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gmasta1129
Helper III
Helper III

Sum if Formula

Hello,

 

I have the following columns in my report:

 

Cust No.

Total Amount

Is Credit Open

 

 

 

I need to produce the following formula in Power BI desktop...

 

If(Is Credit Open = "Y",SUMIF(total Amount by Cust. No).  

 

Can someone please help? 

 

Thank you! 

 

 

4 REPLIES 4
gmasta1129
Helper III
Helper III

Thank you for the quick response but unfortunately neither of the formulas worked.. 

Please see below highlighted column for result I am looking for.  I want to sum the total amount by cust. no and only the rows that contain a Y in Is Credit Open

 

gmasta1129_1-1666149480939.png

 

Measure=
               Calculate(Total Amount,ISCredit="Y")

v-xiaosun-msft
Community Support
Community Support

Hi @gmasta1129 ,

 

According to your description, here is my solution.

You can try to implement power bi sumif with the function in dax that is “Calculate”.

I created a sample.

vxiaosunmsft_0-1666145584996.png

For example, if we want filter "Is Credit Open"="Y" && "Cust. No">2, we can do as followings:

Measure =
IF (
    MAX ( 'Table'[Is Credit Open] ) = "Y",
    CALCULATE ( SUM ( 'Table'[Total Amount] ), 'Table'[Cust No.] > 2 )
)

Final output:

vxiaosunmsft_1-1666145849622.png

You can set the filter section according to your needs.

 

I attach my sample below for your reference.

 

Best Regards,
Community Support Team _ xiaosun

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

VahidDM
Super User
Super User

Hi @gmasta1129 

 

You need a measure, but how do you want to use that measure in your report? Do you want to use that in a table that has "Cust No."? if yes, try this:

Measure =
CALCULATE (
    SUM ( Table[Total Amount] ),
    KEEPFILTERS ( Table[Credit Open] = "Y" )
)

 

On the other hand, You can add Cust. No and total Amount to your visual and then use Credit Open in the filter pane and set that to show the Y values only.

 

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.

Appreciate your Kudos!! 

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