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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Total Sum without Date Affecting when applying to visualization/Measure

I feel dumb, because I know I'm overlooking something obvious.  I need to write a measure that will return a total value, but won't change from total value to monthly value, when I apply it to a graph or another meaure.

 

I have a data set, based on months, and monthly amounts, that I need to calculate the total of these amounts based on one filter (Filter Item "1" on my example below).  The total amount in this example is 610.

 

DateAmountFilter item   
1/1/20201001 Total:610
2/1/20201001   
3/2/2020801   
4/1/2020801   
5/1/2020601   
5/31/2020601   
6/30/2020301   
7/30/2020501   
8/29/2020301   
9/28/2020201   
10/28/202001   
11/27/202001   
12/27/202001   

 

I need to do two things:

 

1) on a line graph I'm tracking my monthly/yearly amounts, but I want to have a straight line at the total, so I can show when other measurements go above that total.

 

2)  I need to be able to add that total value (610) to other measures that calculate how much above that amount we go over.  So "Monthly amount" + "610" each month.

 

To do this I need to get that 610 value but everytime I try to apply my total calculation, it's giving me the Monthly total, not the entire total.

 

Thanks.

  • Anonymous's avatar
    Anonymous
    6 years ago

    Anonymous 
    If I understand you correctly, you can create 2 measures for each requirement:‘

     

    total = CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),'Table'[Filter item]=1))

     

    month+total = SUM('Table'[Amount])+[total]

     

    Paul Zheng _ Community Support Team
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

4 Replies

  • hey Anonymous ,

     

    give this measure a try:

    measurename = 
    calculate(
    sum('<tablename>'[Amount])
    , ALL('<tablename>'[Date])
    , '<tablename>'[filter item] = 1
    )
    
    • calculate allows to alter an existing filter context, the first parameter a numeric expression, also a measure can be used.
      calculate has 1 to n parameters, 2 to n allow to modify an existing filter context
    • ALL removes (to be technically correct: blocks) filter that will be simplicity applied , e.g. axis label, slicer selections, row/column header
    • the 3rd parameter just filters for filter item equals 1, no matter if the column is filtered by another value

    Hopefully, this helps to tackle your challenge.

     

    Regards,

    Tom

  • Anonymous 

    First a measure to just sum the amounts

    Amount Sum = SUM ( 'Table'[Amount] )

    Then a measure for the Total Amount

    Total Amount = CALCULATE ( [Amount Sum], ALL ( 'Table' ))

     Then we can combined them.

    Total + Month = [Amount Sum] + [Total Amount]

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Anonymous 
    If I understand you correctly, you can create 2 measures for each requirement:‘

     

    total = CALCULATE(SUM('Table'[Amount]),FILTER(ALL('Table'),'Table'[Filter item]=1))

     

    month+total = SUM('Table'[Amount])+[total]

     

    Paul Zheng _ Community Support Team
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anonymous's avatar
      Anonymous
      Not applicable

      This did it.  This was the approach I was taking in the beginning that wasn't working.  The only difference is I didn't have the "All" statement in the Filter for the "total" function.

       

      I knew I was overlooking something simple.

       

      Thanks.