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

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Pal03
Frequent Visitor

Sum over partition by

Hello everyone , I am trying to achieve this . I have a table with Date , account , segment , revenue and sector. I am trying to get 

total revenue based on Date , Account , segment only.

2018-06-18_14-22-35.png

 

My total revenue changes  everytime there is a new date ,account , segment combination  (ignoring the sector) Please help

 

1 ACCEPTED SOLUTION
Phil_Seamark
Microsoft Employee
Microsoft Employee

Hi @Pal03

 

Here is how you can do it with a calculated column

 

Total Revenue = 
    CALCULATE(
        SUM('Table1'[Revenue]),
        FILTER(
            'Table1',
            'Table1'[Date] = EARLIER('Table1'[Date]) &&
            'Table1'[Account] = EARLIER('Table1'[Account]) &&
            'Table1'[Segment] = EARLIER('Table1'[Segment]) 
            )   
)

image.png


To learn more about DAX visit : aka.ms/practicalDAX

Proud to be a Datanaut!

View solution in original post

7 REPLIES 7
Anonymous
Not applicable

Can we do the same in Power query?

Phil_Seamark
Microsoft Employee
Microsoft Employee

Hi @Pal03

 

Here is how you can do it with a calculated column

 

Total Revenue = 
    CALCULATE(
        SUM('Table1'[Revenue]),
        FILTER(
            'Table1',
            'Table1'[Date] = EARLIER('Table1'[Date]) &&
            'Table1'[Account] = EARLIER('Table1'[Account]) &&
            'Table1'[Segment] = EARLIER('Table1'[Segment]) 
            )   
)

image.png


To learn more about DAX visit : aka.ms/practicalDAX

Proud to be a Datanaut!

A couple of years let, but thanks for this reply!! it saved my @$$

 

Anonymous
Not applicable

Thanks a lot!!

Just wondering - Would it be possible to do this using power query / M?

Thanks a ton . It works !!

Pal03
Frequent Visitor

Actually quite excited that it works in power BI. Once again thank you 🙂

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 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.