Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get inspired! Check out the entries from the Power BI DataViz World Championships preliminary rounds and give kudos to your favorites. View the vizzies.

Reply
PTSS
Frequent Visitor

how to create formula for new amount column based on account

Site   Type    Period              Account       Amount
BD1   ANF    2022-09-15     Thujan          4
BD1   ANF    2022-09-16     Thujan          4
BD1   ANF    2022-09-15     Factor           0.3
BD1   ANF    2022-09-16     Factor           0.3
BD1   ANF    2022-09-15     Slippery        1.2
BD1   ANF    2022-09-16     Slippery        1.2

 

i want to create a new column with sum of values ​​by account,

 

I've tried this formula but it doesn't work

Amount THujan = CALCULATE([Amount], SS_Account="Thujan")

 

is there any other way?

2 ACCEPTED SOLUTIONS
MahyarTF
Memorable Member
Memorable Member

Hi,

you could use the below code for creating the column :

NewAmount = CALCULATE(sum(Sheet56[amount]), all(Sheet56), Sheet56[Account] = EARLIER(Sheet56[Account]))
MahyarTF_0-1669090824583.png

 

Appreciate your Kudos and please mark it as a solution if it helps you 

Mahyartf

View solution in original post

AbbasG
Memorable Member
Memorable Member

@PTSS I think you are missing "SUM" here. Hope it Help's

 

AbbasG_1-1669091373707.png

 

View solution in original post

3 REPLIES 3
FreemanZ
Super User
Super User

try to add a new column with the code below:

 AmountSum =
VAR CurrentAccount = TableName[Account]
RETURN
    CALCULATE(
        SUM(TableName[Amount]),
        TableName[Account] = CurrentAccount,
        ALL()
)
 
I tried and it worked like this:
FreemanZ_0-1669098105853.png

 

AbbasG
Memorable Member
Memorable Member

@PTSS I think you are missing "SUM" here. Hope it Help's

 

AbbasG_1-1669091373707.png

 

MahyarTF
Memorable Member
Memorable Member

Hi,

you could use the below code for creating the column :

NewAmount = CALCULATE(sum(Sheet56[amount]), all(Sheet56), Sheet56[Account] = EARLIER(Sheet56[Account]))
MahyarTF_0-1669090824583.png

 

Appreciate your Kudos and please mark it as a solution if it helps you 

Mahyartf

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

FebPBI_Carousel

Power BI Monthly Update - February 2025

Check out the February 2025 Power BI update to learn about new features.

Feb2025 NL Carousel

Fabric Community Update - February 2025

Find out what's new and trending in the Fabric community.

Top Kudoed Authors