Forum Discussion

Jarodp42's avatar
Jarodp42
Frequent Visitor
6 years ago
Solved

Sum values by dynamic month

Hi everyone, I am new to power bi and trying to build a measure that will allow me to sum the total value by month dynamically and return the max value for that person. Can anyone help, please! 

 

I am currently using this formula to get the sum by month, but I am not sure how to get the max value based on the sum by month.

 

=

CALCULATE(
SUM('Vendor Project'[Values]),
ALLEXCEPT('Vendor Project','Vendor Project'[YearMonth],'Vendor Project'[Names]

 

Here is a sample of data

NamesValuesMonthYear
James150Jan-19
James200Jan-19
James200May-19
James125Jun-19
James175Jun-19
Gaby75May-19
Gaby300May-19
Gaby350Sep-19
Gaby250Sep-19
Gaby225Sep-19
Gaby125Apr-19
Gaby150Apr-19
Gaby275Apr-19
Gaby350Feb-19

The results I am looking for are:

James - 350

Gaby - 825

 

Also, Is there a way to put this into a gauge visual as the maximum?

Need Help
  • JarroVGIT's avatar
    JarroVGIT
    6 years ago

    Hi Jarodp42 ,

    You can use this measure and put it into a table visual together with the names: (I called my table Names btw):

    Measure = 
VAR _groupedTable = SUMMARIZE(Names, Names[MonthYear], "SUM", SUM(Names[Values]))
RETURN
MAXX(_groupedTable, [SUM])

    Result:

    You can put this measure into the Gauge target lable, but remember that it will be evaluated for the current data context. So, with your sample data, it will evaluate to 850 but not because Gaby has the highest, but because the month Sept-19 is overall the highest. 
    let me know if this answers your question 🙂

     

    Kind regards

    Djerro123

    -------------------------------

    If this answered your question, please mark it as the Solution. This also helps others to find what they are looking for.

    Keep those thumbs up coming! 🙂

3 Replies

  • JarroVGIT's avatar
    JarroVGIT
    Resident Rockstar
    6 years ago

    Hi Jarodp42 ,

    You can use this measure and put it into a table visual together with the names: (I called my table Names btw):

    Measure = 
VAR _groupedTable = SUMMARIZE(Names, Names[MonthYear], "SUM", SUM(Names[Values]))
RETURN
MAXX(_groupedTable, [SUM])

    Result:

    You can put this measure into the Gauge target lable, but remember that it will be evaluated for the current data context. So, with your sample data, it will evaluate to 850 but not because Gaby has the highest, but because the month Sept-19 is overall the highest. 
    let me know if this answers your question 🙂

     

    Kind regards

    Djerro123

    -------------------------------

    If this answered your question, please mark it as the Solution. This also helps others to find what they are looking for.

    Keep those thumbs up coming! 🙂

    • Jarodp42's avatar
      Jarodp42
      Frequent Visitor
      6 years ago

      JarroVGIT Thank you for your response. I was having to build it in two steps but your measure allowed me to get my desired outcome in one measure! As for the Guage visual that makes sense as it wouldn't know which name to filter for. Please correct me if I am wrong, but I could throw a page filter on for names and when selecting certain names it should give me their max value by month, right? Thanks again for helping with my issue!

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Create a Max column like the one you have. (Mine was this)

     

    Measure =
    CALCULATE(
    SUM('Table'[Values]),
    ALLEXCEPT('Table','Table'[MonthYear],'Table'[Names]))
     
    If you choose Max of Measure in the Values Fields section as well as the Names column you will be given the values you want on the the visualizaitons