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TrentS's avatar
TrentS
Helper IV
1 year ago
Solved

Summarize error but no Summarize function

Hi, Please help me make sense of this error. I cannot share the pbix file. The data source for this is a shared model. When creating a line chart, with PERIOD as the x-axis (a whole number refere...
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  • TrentS's avatar
    TrentS
    1 year ago

    Hi Akhil,
    Thanks for the follow up. We actually went another direction with the DAX in this case so it was not the solution in this case. However, I did forward your code on to the team for use in another similar situation.

    We appreciate your work there. Kudos given and thank you!

Anonymous's avatar
Anonymous
Not applicable
1 year ago

Hi TrentS 

We wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?

If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,

Akhil.

 

TrentS's avatar
TrentS
Helper IV
1 year ago

Hi,

We have NOT solved this one yet. The AI response was not helpful and so as Imolus alluded to above, we are trying to rewrite the DAX for another method.

  • Anonymous's avatar
    Anonymous
    Not applicable
    1 year ago

    Hi TrentS 

    Apologies if the earlier explanation wasn’t helpful or felt off the mark and thank you for your patience while working through this.

    Based on the issue and the direction you and Imolus are heading (rewriting the DAX), here’s a restructured version that may help reset the visual context more cleanly. This approach uses ALL() on the calendar table to remove any lingering filters such as a hidden "Day" reference that might be causing Power BI's engine to inject unexpected logic:

    Impact Running Total =
    VAR SelectedYear = SELECTEDVALUE('2FD_Fiscal Calendar'[FISCALYEAR])
    VAR CurrentPeriod = SELECTEDVALUE('2FD_Fiscal Calendar'[PERIOD])
    VAR MaxPeriodInYear = CALCULATE(MAX('2FD_Fiscal Calendar'[PERIOD]), ALL('2FD_Fiscal Calendar'), '2FD_Fiscal Calendar'[FISCALYEAR] = SelectedYear)
    RETURN
    IF (NOT ISBLANK(CurrentPeriod) &&CurrentPeriod <= MaxPeriodInYear,
    CALCULATE(SUMX(FILTER(ALL('2FD_Fiscal Calendar'),'2FD_Fiscal Calendar'[FISCALYEAR] = SelectedYear && '2FD_Fiscal Calendar'[PERIOD] <= CurrentPeriod), ROUND(([YTD Pct Sales] - [PYTD Pct Sales]) * 10000, 0))))

    If you found this solution helpful, please consider accepting it and giving it a kudos (Like) it’s greatly appreciated and helps others find the solution more easily.

    Regards,
    Akhil.