Forum Discussion

kg4u's avatar
kg4u
Helper II
3 years ago
Solved

Sum with multiple criteria

Hi,

 

I have reviewed and searched on this forum for ideas and suggestions.  While I did find a couple of suggestions which I thought would work, neither option I found is giving me the results as expected.

 

I have been trying to get a sum work with multiple criteria.  I have tried both the following formulas. Both of these formulas are seem to be correct in desktop, meaning I am not getting an error on the actual syntax of these formulas. 

 

This formula does give a result, however it is not the correct result.

Quality Sales = CALCULATE(

[Total Sales],

'Fact Agency Data'[Status] in {"Issue Paid", "Issue Paid|ARF", "Issue Paid|PDR", "Issued Paid|NY PIF", "Issued Paid|PDR|NY PIF" }

)

 

This formula doesn't return any results.

Quality Sales2 = CALCULATE(
SUM('Fact Agency Data'[Original Sales]),
FILTER ('Fact Agency Data','Fact Agency Data'[Status] = "Issue Paid"),
FILTER ('Fact Agency Data','Fact Agency Data'[Status] = "Issue Paid|ARF"),
FILTER ('Fact Agency Data','Fact Agency Data'[Status] = "Issue Paid|PDR"),
FILTER ('Fact Agency Data','Fact Agency Data'[Status] = "Issue Paid|NY PIF")
)
 
Total Sales = Sum ('Fact Agency Data'[Original Sales])
 
I am simply trying to get the value [Total Sales] when the [Status] = A or B or C or D, can someone give a suggestion on how to create this simple measure?
 
Many thanks to you power users 🙂
  • kg4u you are using wrong value in your measure, missing "d" from some of the value, here is the correct measure. Pay attention to your data.

     

    Quality Sales = 
    CALCULATE (
        [Total Sales],
        KEEPFILTERS (
            'Quality Data'[Status] in { "Issued Paid", "Issued Paid|ARF", "Issued Paid|PDR", "Issued Paid|NY PIF", "Issued Paid|PDR|NY PIF" }
        )
    )

     

    and here is the output

     

     

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8 Replies

  • kg4u you need to update a measure like this, I would not go with the path suggested by Anonymous 

     

    Quality Sales = CALCULATE(
    
    [Total Sales],
    KEEPFILTERS(
    'Fact Agency Data'[Status] in {"Issue Paid", "Issue Paid|ARF", "Issue Paid|PDR", "Issued Paid|NY PIF", "Issued Paid|PDR|NY PIF" }
    )
    )
    

     

    Follow us on LinkedIn and  to our YouTube channel

    I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

     

    Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.

     

  • kg4u you are using wrong value in your measure, missing "d" from some of the value, here is the correct measure. Pay attention to your data.

     

    Quality Sales = 
    CALCULATE (
        [Total Sales],
        KEEPFILTERS (
            'Quality Data'[Status] in { "Issued Paid", "Issued Paid|ARF", "Issued Paid|PDR", "Issued Paid|NY PIF", "Issued Paid|PDR|NY PIF" }
        )
    )

     

    and here is the output

     

     

    Follow us on LinkedIn and  to our YouTube channel

    I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

     

    Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.

     

     

     

  • kg4u your measure below should work, how are visualizaing the data which is making you think it is not working as expected:

     

    Quality Sales = CALCULATE(
    
    [Total Sales],
    
    'Fact Agency Data'[Status] in {"Issue Paid", "Issue Paid|ARF", "Issue Paid|PDR", "Issued Paid|NY PIF", "Issued Paid|PDR|NY PIF" }
    
    

     

    Follow us on LinkedIn and  to our YouTube channel

    I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make effort to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

     

    Visit us at https://perytus.com, your one-stop shop for Power BI-related projects/training/consultancy.

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi kg4u 

    Try the following as the syntax "||" works as the OR operator.

    Quality Sales2 =
    CALCULATE (
        SUM ( 'Fact Agency Data'[Original Sales] ),
        FILTER (
            'Fact Agency Data',
            'Fact Agency Data'[Status] = "Issue Paid"
                || 'Fact Agency Data'[Status] = "Issue Paid|ARF"
                || 'Fact Agency Data'[Status] = "Issue Paid|PDR"
                || 'Fact Agency Data'[Status] = "Issue Paid|NY PIF"
        )
    )

     

    • kg4u's avatar
      kg4u
      Helper II

      I tried with the pipes, and I'm not getting a result in the data table.  The Quality Sales Number should be $15,547,136.23

      Attached is a snippet of the dataset I'm working with. The Quality number for this snippet should be $9,183.35.

      Original SalesStatus
      $748.00Issued Paid
      $62.70Issued Paid
      $1,485.00Issued Paid
      $1,731.95Issued Paid
      $791.45Issued Paid
      $1,826.00Issued Paid
      $2,538.25Issued Paid

       

       

       

  • Hi,

    Does this measure work

    Quality Sales2 = CALCULATE(SUM('Fact Agency Data'[Original Sales]),'Fact Agency Data'[Status] = "Issue Paid"||'Fact Agency Data'[Status] = "Issue Paid|ARF"||'Fact Agency Data'[Status] = "Issue Paid|PDR"||'Fact Agency Data'[Status] = "Issue Paid|NY PIF")

    If it does not, then share the download link of your PBI file.

    • kg4u's avatar
      kg4u
      Helper II

      I tired both the options as suggested and neither is returning the results as expected.

      Quality Sample 

      I think I have a copy of the file with the data and measures linked above for your review.  I certainly do appreciate your assistance.  

       

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User

        Wrong spelling - use "issued" instead of "issue".  Try this measure

         

        Quality Sales2 = CALCULATE([Total Sales],'Quality Data'[Status] = "Issued Paid"||'Quality Data'[Status] = "Issued Paid|ARF"||'Quality Data'[Status] = "Issued Paid|PDR"||'Quality Data'[Status]= "Issued Paid|NY PIF")