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Kitkat
Frequent Visitor

Summarize and Rank by multiple columns and rows

Total Revenue

Client NameYearMonthRevenue Stream
-1625.7ABC2016101
-11693.9DEF2016102
-598.79GHI2016103
-523.52JKL2016101
-84.85MNO2016102
-8284.16PQR2016103

 

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
v-chuncz-msft
Community Support
Community Support

@Kitkat,

 

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.

View solution in original post

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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View solution in original post

12 REPLIES 12
v-chuncz-msft
Community Support
Community Support

@Kitkat,

 

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

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

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

Cheers

Kat

 

I have tried the following function:

SummarizePower Bi Summarize formula.JPG

 Please advise where my error is

Thanks kindly and truly appreciate the help

Cheers

Kat

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.

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

 

i am getting this error

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?

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.

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

Happy New Year!

Cheers

Kat

@Kitkat,

 

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.

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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