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Mkrishna's avatar
Mkrishna
Helper III
2 years ago
Solved

Summarize/Summarize Column Roll up

Hi All,

 

I am new to PBI  and watching youtube videos. I learnt about summarize/summarize column and rollup, rollupgrup. Both of them are table function. But I  understood the simple concept of summarize and summarize column that is to use as virtual table in dax measure. But none of the video shows the use of rollup and rollupgroup in measusure. Matrix provide the same drill down and up function. Isnt it same as rollup. What are the use case of of rollup summarize in a measure. Could anyone please help me understand this concept how we can use rollup in a measure

Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi Mkrishna ,

     

    The ROLLUP function in DAX is used for creating subtotals and grand totals in a table. It's not specifically used in measures like SUMMARIZE or SUMMARIZECOLUMNS. Instead, it's typically used within the SUMMARIZE function to provide a way to include subtotals and grand totals in the result.

    Such as below sample:

    M = 
var a_ =
SUMMARIZE (
    test,
    ROLLUP ( test[Region], test[Country] ),
    "Total Sales", SUM ( test[Total Sales] )
)
RETURN CALCULATE(SUM(a[Total Sales1]))

    Rollup is generally not used in metrics tables or calculated columns.
    This is because in visual, measure automatically calculates visual totals, including totals and sub-totals, based on the filtering context.

    result = CALCULATE(SUM(test[Total Sales]))

     

    Best Regards,
    Adamk Kong

     

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

     

2 Replies

  • Daniel29195's avatar
    Daniel29195
    Community Champion
    2 years ago

    Hello Mkrishna 

     

     

    you use  rollup and rollupgroup in queries  not in measures nor in calculated columns. 

    since in the report, poewr bi automatically create the totals in the visual base on your Dax calculations.

     

    however ,when writing queries, you need these functions in case you would like to see the totals or subtotals. 

     

    query example : 
    evaluate 

    summarizecolumns ( ..... ) 

     

     

     

     

    If my response has successfully addressed your issue kindly consider marking it as the accepted solution! This will help others find it quickly. I would appreciate hitting that kudos button 👍🤠

     

     

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi Mkrishna ,

     

    The ROLLUP function in DAX is used for creating subtotals and grand totals in a table. It's not specifically used in measures like SUMMARIZE or SUMMARIZECOLUMNS. Instead, it's typically used within the SUMMARIZE function to provide a way to include subtotals and grand totals in the result.

    Such as below sample:

    M = 
var a_ =
SUMMARIZE (
    test,
    ROLLUP ( test[Region], test[Country] ),
    "Total Sales", SUM ( test[Total Sales] )
)
RETURN CALCULATE(SUM(a[Total Sales1]))

    Rollup is generally not used in metrics tables or calculated columns.
    This is because in visual, measure automatically calculates visual totals, including totals and sub-totals, based on the filtering context.

    result = CALCULATE(SUM(test[Total Sales]))

     

    Best Regards,
    Adamk Kong

     

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