super simple calculate not showing correctly in power bi table

[mmahachi2]

HI - Please help so I know I'm not losing my mind, I've been working with DAx for years now and for some reason I can't understand why it is giving me a value against Opex when I have exclusivly applied a filter in caluclate to not sum Opex rows 

My DAX is simply: 

Cash Disbursements YTD = CALCULATE (

    SUM ( Netsuite[Debit] ), Netsuite[Budget Source]="Capex")

what am I missing to ensure it does not show a value on the Opex line? 

thank you in advance

[mmahachi2]

thank you that worked using the filter - but is that new I was sure i've used without filter and didn't see values for rows that were filtered out in calculate, especially if only showing fields from that single table in the visual.

[Uzi2019]

Hi @mmahachi2 ,
Filter is not new. I have been using in the same scenario from last many years 🙂.

[mmahachi2]

ha! not a new function but a change in the functionality - as I don't recall needing to have the filter fundtion defined within calculate, except in the more complex scenarios like measures that may need to combine calculations across many tables for example. anyway just seemed very odd.

[Uzi2019 · Accepted solution]

Hi @mmahachi2 

Please try the below measure:

Cash Disbursements YTD = CALCULATE (

    SUM ( Netsuite[Debit] ), Filter ('Netsuite', Netsuite [Budget Source]="Capex"))

You can also try with Value function

SUM ( Netsuite[Debit] ), Filter (VALUE('Netsuite'), Netsuite [Budget Source]="Capex"))

This both will give you  a desired result.

If my post helps Please give kudos and accept it as a solution!
Thanks

[Uzi2019]

Hi @mmahachi2 
Please check the below result.

I hope this is what you wanted.

If my post helps please give kudos and accept it as a solution!
Thanks

[HotChilli]

That's the classic example in https://www.sqlbi.com/articles/introducing-calculate-in-dax/ 

This is the short syntax but it really represents

CALCULATE (
    SUM(netsuite[debit],
    FILTER (
        ALL ( Netsuite[Budget Source] ),
        Netsuite[Budget Source] = "Red"
    )
)

The filter gets replace by the red filter.

--

For your required solution, you need KEEPFILTERS