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3mmanuel_12's avatar
3mmanuel_12
Regular Visitor
8 months ago
Solved

Total End Formula

Hello everyone, I am new to Power BI and currently working with sample sales data. I’ve encountered a calculation challenge and was hoping someone could help. I have a summary of sales, and I would...
  • zenisekd's avatar
    zenisekd
    8 months ago

    Aw, I see, you dont want to sum all the rows belonging to the segment, rather you sum only certain rows in the segment. In that case forget about my solution.

  • Jaywant-Thorat's avatar
    Jaywant-Thorat
    8 months ago

    Hi 3mmanuel_12 
    You can try this. It will convert that text into a virtual table inside a measure, with no extra tables.

     

    My Total :=
    VAR IsFormula = SELECTEDVALUE('Cernol Template'[Totalling Type]) = "Formula"
    VAR FormulaText = SELECTEDVALUE('Cernol Template'[Totalling]) -- e.g. "3,4,5,6,7,13"

    VAR FormulaTable =
    ADDCOLUMNS(
    TEXTSPLIT(FormulaText, ","), -- → {"3","4","5","6","7","13"}
    "Seq", VALUE([Value]) -- convert to number
    )

    RETURN
    IF(
    IsFormula,
    CALCULATE(
    '_Acc Ledger'[Total Amount],
    TREATAS(FormulaTable, '_Acc schedule'[L1 Sequence])
    ),
    '_Acc Ledger'[Total Amount]
    )

     

    Did I answer your question? Mark my post as a solution! This will help others on the forum!

    Appreciate your Kudos!!

    Jaywant Thorat | MCT | Data Analytics Coach
    Linkedin: https://www.linkedin.com/in/jaywantthorat/

  • v-dineshya's avatar
    8 months ago

    Hi 3mmanuel_12 ,

    Thank you for reaching out to the Microsoft Community Forum.

     

    Please try below two solutions.

     

    1. Refer below DAX measure.

     

    Total Sales Selected =
    CALCULATE(
    SUM('Sales'[Amount]),
    'Sales'[Header] IN {
    "FOOD INDUSTRY",
    "GENERAL INDUSTRIAL",
    "HORECA",
    "QSR",
    "HEALTHCARE",
    "HYGIENE SHOP"
    }
    )

     

    2.   You can add a logical/grouping column in Power Query.

     

    Add Column --> Conditional Column

     

    Example:

     

    Header                     IncludeInTotal
    FOOD INDUSTRY           1
    HORECA                        1
    GENERAL INDUSTRIAL  1

    Total Sales Selected =
    CALCULATE(
    SUM('Sales'[Amount]),
    'Sales'[IncludeInTotal] = 1
    )

     

    I hope this information helps. Please do let us know if you have any further queries.

     

    Regards,

    Dinesh