Summing up a column and setting to 0 if positive, keep if negative

[Anonymous]

Hi All - hope everyone is safe and doing ok out there!!!

I'm trying to sum up all the revenue for a state that is negative.  If the value ends up being positive then I want it set to 0 - the point here to add up just the money we are losing.  To add a level of complexity to it, for a given month there are various values that go into the overall value.  So for example - a revenue value for March for Washington in my example may be -2500.  In order to get that it had to add up the values for that state for that month so there were some positives and negative numbers in the calc to finally arrive at -2500.  Lets say there was -5000 negative revenue and positive 2500 so the end value when put in a pbi table is -2500.  My current calc is ignoring the positives and just adding up the negatives which is not what I want.  So in that past example my dax is returning -5000 and not -2500.  Here is an example of what I want:

 

I put my desired result from the dax i'm asking for help on - it would return that value.  To give an example of the outputs that go into that value - it would look like this:

These are all the values that go on in the backend to come up with the -2500 value for WA.  I tried a query and it ignored the positives and just returns a value of -5000.  I think I need to sum up the group first.  Here is the dax I tried:

SUMX('Table_Revenue',IF('Table_Revenue'[Revenue]<0,'Table_Revenue'[Revenue],0))

Would it be a sum inside of a sum?

Any suggestions are greatly appreciated!!

YB

[BA_Pete]

 @Anonymous ,

Try this and see if it works for you:

[Anonymous]

Hi there - thanks for the reply - it works but needs a little tweaking.  It does set the value to 0 but as you see - its still summing up the overall value with the positive.  In your visual below - the desired revenue should be -3500, not -3000.  In the last sum - its still counting the positive 500. 

[Anonymous]

bump....

[BA_Pete]

LOL, sorry @Anonymous ,

Please try the following measure:

desiredRevenue = 
    IF(
        HASONEVALUE(revenue[state]),
        IF(
            SUM(revenue[revenue]) > 0,
            0,
            SUM(revenue[revenue])
        ),
        SUMX(
            FILTER(
                SUMMARIZE(
                    revenue,
                    revenue[state],
                    "sumRev", SUM(revenue[revenue])
                ),
                [sumRev] < 0
            ),
            [sumRev]
        )
    )

I get the following result:

[Anonymous]

The measure given by @BA_Pete  can be written much simpler:

your revenue = 
    SUMX(
        values( revenue[state] ),
        var __rev = CALCULATE( SUM( revenue[revenue] ) )
        return
        	( __rev < 0 ) * __rev
    )

Best

D 

[BA_Pete]

Hi @Anonymous ,

That's a really elegant solution, thanks for improving mine massively!

Could you help my understanding of the following part of your code please?

( __rev < 0 ) * __rev

What exactly is happening here and how, or what terms should I search to learn about this technique please?

Many thanks.

[Anonymous]

@Anonymous , @BA_Pete ,

thanks for the replies guys - i'm using darlove's method yet its still not summing the group right.  When I put it into practice I show that its ignoring the positive values in the overall number and just adding up the negatives.  So for one of my columns for example its showing -2500 for the actual value but with this calc - it shows -2800 because its ignoring the +300 that went into the overall number.  Thoughts?

[Anonymous]

@Anonymous @BA_Pete - All,

I think it is the values function in your code that is making it not calculate right.  It is going through and looking at all the values again and discarding the positives and adding up all the negatives.  In your code - if I run it, it gives me inflated negative numbers.  So if I had say +5000 and -3500 - my general column now sets it to +1500.  With the code you gave - instead of setting the result to 0 it just gives me the -3500 completely ignoring the positive #'s. 
So I took out the values and tried this **** here is my actual code w/o the fake columns I gave before:

test 7 =

VAR _version = SELECTEDVALUE(Perspective[Version Actual], "actual | actual")

return

CALCULATE(

VAR _Rev = CALCULATE(SUM('Attributes'[Value USD]))

return

        (_Rev < 0 ) * _Rev,

        'Attributes'[Version] = _version,

        'Attributes'[KPI] = "normalized revenue"

)

This works in that it takes the value given for each month, i'm putting this into graphs, etc so evaluating it by month.  If the value is negative it shows it, if its positive it sets it to 0.  The only remaining issue I have is if I have 3 values - -500, +500, -500 for example - this would set the value of +500 to 0.  It does this but my Sum still ends up being -500.  It should be -1000.  So its ignoring the setting of +'s to 0 and just summing uAny idea as to why?

Thanks - YB.

[Anonymous]

@BA_Pete , @Anonymous , All.....

Any thoughts on this?  Still unable to figure a way to sum up the grouping once I have set it to zero.  Following your code it still sums up the overall group and ignores how we set some to zero for being positive numbers.  Any thoughts would be greatly appreciated!

YB

[Anonymous]

What you're trying to do is hard. This is because it looks like you want to sum up numbers differently depending on which granularity and which dimension have been selected. This requires a lot of code and the formula will be tightly tied to the model. I mean A LOT OF CODE. One time you want to sum up over states, other times you want to sum up over months. Probably there are other dims you'd like to sum over. This will make the formula gigantic and you'll need to account for almost each and every attribute in many dimensions. Without knowing which dimensions and attributes you want to sum over, there is no way to build a formula. And as I said - it'll be gigantic.

Best
D

[Anonymous]

Hi there. It's no magic. In DAX bools are ints in disguise (as they are in Python, by the way). ( __rev < 0 ) is true or false. If multiplied by a number it returns 1 or 0. So, 1 * __rev = __rev when __rev is < 0, and 0 * __rev = 0 when __rev is >= 0.

Best
D

[BA_Pete]

Very cool. Thanks for taking the time @Anonymous