Summarize with multiple filtering

[Anonymous]

Hi, 

I'm beginner in DAX and I have a problem: a table called 'DVENDAS' with this columns: [Ticket], [Agency], [ServiceDate], [Service], [Source], [Destination], [Status] and more;

And I'm trying to create a new table with this idea: I have to SUMMARIZE this columns above, and FILTER by [Agency] AND [Status], but filtering Agency in two terms: "SITE" OR "PORTAL"; filtering Status only for "CHANGE".

Table = SUMMARIZE (
    FILTER ( 'DVENDAS'; RELATED ( DVENDAS[Agency] ) = "SITE" || DVENDAS[Agency] = "PORTAL" && DVENDAS[Status] = "CHANGE" );
    DVENDAS;
    DVENDAS[Ticket];
    DVENDAS[Agency];
    DVENDAS[ServiceDate];
    DVENDAS[Service];
    DVENDAS[Source];
    DVENDAS[[Destination];
    DVENDAS[Status]

    
)
    

But I got error.

Please help 🙂

[v-jiascu-msft]

Hi @Anonymous,

Could you please mark the proper answers as solutions?

Best Regards,

Dale

[Anonymous]

Done! 

Sorry for being late, I was away.

Thank you very much!

[v-jiascu-msft · Accepted solution]

Hi @Anonymous,

Try this formula, please.

Table =
CALCULATETABLE (
    SUMMARIZE (
        DVENDAS;
        DVENDAS[Ticket];
        DVENDAS[Agency];
        DVENDAS[ServiceDate];
        DVENDAS[Service];
        DVENDAS[Source];
        DVENDAS[[Destination];
        DVENDAS[Status]
    );
    FILTER (
        DVENDAS;
        DVENDAS[Agency] IN { "SITE"; "PORTAL" }
            && DVENDAS[Status] = "CHANGE"
    )
)

Best Regards,

Dale

[Anonymous]

Thanks a lot, @v-jiascu-msft!

And what if I want to filter by [Agency] equals "SITE" and "PORTAL" AND [Status] equals "CHANGE" AND [SalesType] equals "PTA"?

[v-jiascu-msft]

Hi @Anonymous,

You can add more conditions to the filter part. Which table is [SalesType] in?

Table =
CALCULATETABLE (
    SUMMARIZE (
        DVENDAS;
        DVENDAS[Ticket];
        DVENDAS[Agency];
        DVENDAS[ServiceDate];
        DVENDAS[Service];
        DVENDAS[Source];
        DVENDAS[Destination];
        DVENDAS[Status]
    );
    FILTER (
        DVENDAS;
        DVENDAS[Agency] IN { "SITE"; "PORTAL" }
            && DVENDAS[Status] = "CHANGE"
            && DVENDAS[SalesType] = "PTA"
    )
)

Best Regards,

Dale

[JoaqBI]

Hi All,

I am having a similar issue but instead of filtering like this

    FILTER (
        DVENDAS;
        DVENDAS[Agency] IN { "SITE"; "PORTAL" }
            && DVENDAS[Status] = "CHANGE"
            && DVENDAS[SalesType] = "PTA"
    )

 I would like to filter :

    FILTER (
        DVENDAS;
        DVENDAS[Status] = SELECTEDVALUE(Dvendas[STATUS])
        )

 Having a Slicer with all the values for Dvendas[STATUS] for the user to select. This does not work, for some reason it doesn't filter. 
Do you know why Filtering with a SELECTEDVALUE instead of with a specific text "CHANGE" does not work in this situation ? 
Thanks a lot.