Forum Discussion

AllanBerces's avatar
AllanBerces
Post Prodigy
1 year ago
Solved

Visual Calculation_ Total per Category

Hi good day, Can anyone help me on my visual calculation, i need total sum per category. OUTPUT Thank you
Need Help
  • MohamedFowzan1's avatar
    MohamedFowzan1
    1 year ago

    Hi AllanBerces 

    Please change the measure as follows which would sum up by date:

    Overall Total by Cat. = 
VAR CurrentDate = SELECTEDVALUE(CatSum2[Date])
VAR CurrentGroup = SELECTEDVALUE(CatSum2[Group])
RETURN
    CALCULATE(
        SUM(CatSum2[Current Total Hrs]),
        FILTER(
            ALL(CatSum2),
            CatSum2[Date] = CurrentDate &&
            CatSum2[Group] = CurrentGroup
        )
    )

     

    If you would like to particularly filter for the current date, use the following:

    Overall Total by Cat. = 
VAR FixedDate = TODAY()
VAR CurrentGroup = SELECTEDVALUE(CatSum2[Group])
RETURN
    CALCULATE(
        SUM(CatSum2[Current Total Hrs]),
        FILTER(
            ALL(CatSum2),
            CatSum2[Full Date] = FixedDate &&
            CatSum2[Group] = CurrentGroup
        )
    )

     

     


    If you have a flag column to filter to today's date feel free to use that as well.

    As mentioned for Visual level calculation, you could use:

    VisualCalcTrial =
SUMX(
    WINDOW(
        1,
        ABS,
        -1,
        ABS,
        ROWS,
        ,
        ,
        PARTITIONBY([Group])
    ),
    [Sum of Current Total Hrs]
)


    but again you would have to filter by the date and add the group column


  • MohamedFowzan1's avatar
    MohamedFowzan1
    1 year ago

    Hi AllanBerces 

    For column use either of these DAX for calculated columns based on your requirement:

    OverallTotalByCat_Col 2 = 
VAR CurrentDate = CatSum2[Date]
VAR CurrentGroup = CatSum2[Group]
RETURN
    CALCULATE(
        SUM(CatSum2[Current Total Hrs]),
        FILTER(
            CatSum2,
            CatSum2[Date] = CurrentDate &&
            CatSum2[Group] = CurrentGroup
        )
    )

     


    With fixed date:

    OverallTotalByCat_Col 2 = 
VAR FixedDate = TODAY()
VAR CurrentGroup = CatSum2[Group]
RETURN
    CALCULATE(
        SUM(CatSum2[Current Total Hrs]),
        FILTER(
            CatSum2,
            CatSum2[Full Date] = FixedDate &&
            CatSum2[Group] = CurrentGroup
        )
    )

     
    Mark as solution to guide others!

TomMartens's avatar
TomMartens
Super User
1 year ago

Hey AllanBerces ,

 

if you want to use a Visual Calculations you can use this formula:

Calculation = SUMX( WINDOW( 1, ABS, -1, ABS, ROWS,,,PARTITIONBY( [Cat] )), [Current Total Hrs])

 

This is how it looks like in my sample report:

 

 

 

 

 

 

 

 

 

 

 

 

Hopefully, this helps to tackle your challenge.

Regards,
Tom

MohamedFowzan1's avatar
MohamedFowzan1
Super User
1 year ago

Hi TomMartens 

I still find this a limitation when we are not including the Group Column like he has asked in the output above.

From my understanding, with visual-level calculations, you can only partition or group by columns included in the visual. Measures and expressions are not accepted for PARTITIONBY in WINDOW, so the only way it would be possible to create this measure in visual level calculation:

VisualCalcTrial = SUMX( WINDOW( 1, ABS, -1, ABS, ROWS,,,PARTITIONBY( [Group] )), [Sum of Current Total Hrs])
is by adding the Group Calculated column I have mentioned above and then adding this visual calculation measure.

Haven't seen any workaround so believing its a limitations as of now.