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Frequent Visitor

## Summarize and Rank by multiple columns and rows

 Total Revenue Client Name Year Month Revenue Stream -1625.7 ABC 2016 10 1 -11693.9 DEF 2016 10 2 -598.79 GHI 2016 10 3 -523.52 JKL 2016 10 1 -84.85 MNO 2016 10 2 -8284.16 PQR 2016 10 3

I am trying to create a formula that would take in this order:(Sum of- TotalRevenue by Client Name and Revenue Stream), then i want to rank highest to lowest within each revenue stream by sum of Total Revenue by client

Help super new to DAX- thanks all

2 ACCEPTED SOLUTIONS
Community Support

You may use SUMMARIZE Function to add a calculated table and then use RANKX Function to add a calculated column. The post below is for your reference.

https://community.powerbi.com/t5/Desktop/how-can-I-show-top-3-data-with-a-combined-categories/td-p/1...

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Super User

create a summarize table, go to modelling tab, click new table and add following:

`TableSummarize = SUMMARIZECOLUMNS(Table1[Client Name], Table1[Revenue Stream], "Total Revenue", SUM(Table1[Total Revenue]) )`

Now in above table, add new calculated field for rank:

`Rank = RANKX(Filter(TableSummarize, TableSummarize[Revenue Stream] = EARLIER(TableSummarize[Revenue Stream])),TableSummarize[Total Revenue],,DESC,Dense)`

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12 REPLIES 12
Community Support

You may use SUMMARIZE Function to add a calculated table and then use RANKX Function to add a calculated column. The post below is for your reference.

https://community.powerbi.com/t5/Desktop/how-can-I-show-top-3-data-with-a-combined-categories/td-p/1...

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

I need Top N Locations based on their sum of scores and ordered by the sum of Total Loss amount, and want to the locations to be ranked for the records where their sum of Toptal Loss amount is not blank, I am able to get the ranked locations based on sum of Total Loss amount but not able to get their sum of scores(of Ranked locations), I am getting al the locations, please help.

Measure =
var RankingDimension = values('Table'[Location name])
Var
RankingSelect = selectedvalue('Top N RG'[Top N RG])
var ranking2 = if(isblank(calculate(sum('Table'[Total Loss]))), blank(),
rankx(filter(All('Table'[Location name]), not(isblank(calculate(sum('Table'[Total Loss]))))),
calculate(sum('Table'[Total Loss])),, desc,skip))
return
ranking2
Regular Visitor

Rank = RANKX(CROSSJOIN(ALLSELECTED(Table[Client Name]),ALLSELECTED(Table[Revenue Stream])),CALCULATE(SUM(Total Revenue)))

Frequent Visitor

Hi @v-chuncz-msft- greatly appreciate you pointing me in right direction and more information for the toolkit.

Cheers

Kat

Frequent Visitor

I have tried the following function:

Summarize

Thanks kindly and truly appreciate the help

Cheers

Kat

Super User

create a summarize table, go to modelling tab, click new table and add following:

`TableSummarize = SUMMARIZECOLUMNS(Table1[Client Name], Table1[Revenue Stream], "Total Revenue", SUM(Table1[Total Revenue]) )`

Now in above table, add new calculated field for rank:

`Rank = RANKX(Filter(TableSummarize, TableSummarize[Revenue Stream] = EARLIER(TableSummarize[Revenue Stream])),TableSummarize[Total Revenue],,DESC,Dense)`

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Helper IV

EARLIER/EARLIEST refers to an earlier row context which doesn't exist.

i am getting this error

Frequent Visitor

Hi @parry2k- Thank you kindly the summarize table worked, however for my Rank all i get is a #1 for each- im trying to get top 50 clients within each stream by revenue, do i use asc,Skip instead?

Super User

can you share your rank formula, i ranked based on revenue stream, not sure if that is what you were looking for.

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Frequent Visitor

Hi @parry2k, Figured it out i had the wrong column! Thank you so much!

Happy New Year!

Cheers

Kat

Community Support

Glad to hear that. You may help accept solution. Your contribution is highly appreciated.

Community Support Team _ Sam Zha
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Super User

Happy new year to you as well @Kitkat

Glad to hear it is working, cheers!

Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤

Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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