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Mkrishna
Helper III
Helper III

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

1 ACCEPTED SOLUTION
v-kongfanf-msft
Community Support
Community Support

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]))

vkongfanfmsft_0-1706254260442.png

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]))

vkongfanfmsft_2-1706254396929.png

 

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.

 

View solution in original post

2 REPLIES 2
v-kongfanf-msft
Community Support
Community Support

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]))

vkongfanfmsft_0-1706254260442.png

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]))

vkongfanfmsft_2-1706254396929.png

 

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.

 

Daniel29195
Super User
Super User

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 👍🤠

 

 

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