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

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
edwardroa
Helper I
Helper I

subtotal by multiple categories

Hi all,

 

Have searched through multiple threads but unable to find the solution. 

 

I'm needing a simple subtotal by 2 categories in the form of a calculated column. As an example, I need the below highlighted result please:

 

edwardroa_0-1628641251946.png

 

Thanks in advance, I'm sure it's quite easy but think my brain is fried trying to find the correct solution.

 

Kind regards,

Ed

 

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Try this calculated column formula

=calculate(sum(data[liability]),filter(data,data[asset type]=earlier(data[asset type])&&data[year buckets]=earlier(data[year buckets])))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

5 REPLIES 5
Ashish_Mathur
Super User
Super User

Hi,

Try this calculated column formula

=calculate(sum(data[liability]),filter(data,data[asset type]=earlier(data[asset type])&&data[year buckets]=earlier(data[year buckets])))

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thanks Ashish,
When I get to the "EARLIER" function it doesn't allow me to select the Asset Type or Year Buckets columns?

edwardroa_1-1628642359045.png

 

 

Hi Ashish,

 

I get to the below part of the formula however when I start to type Asset Type, it doesn't bring up Asset Type as a column to select from?

edwardroa_0-1628643192100.png

 

My mistake Ashish,
I missed a bracket in your dax formula. It is working now, thank you very much!

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.