Forum Discussion
Formula to Sum a Measure Based off Multiple Columns
Hello,
I have 2 columns in my table and one measure
1. Portfolio Code - Column
2. Fund Strat% - Measure
3. Run Date - Column
I want to sum the values in "FundStrat%" (measure) by portfolio code and run date (columns).
For example, if there are 20 rows in my table of "FundStrat%" values for portfolio code 11111 on 5/27/2025, I want the formula to sum all 20 rows to give me the total value.
Hello,
Thank you for your help. I figured out the formula to sum a measure.
Formula to sum a measure = SUMX(VALUES(your table name),[measure])
4 Replies
Hi gmasta1129
As per my understanding of your requirement.
could you please try the below dax?Total Fund Strat% by Portfolio and Date =
CALCULATE(
[Fund Strat%],
ALLEXCEPT(
'YourTable',
'YourTable'[Portfolio Code],
'YourTable'[Run Date]
)
)
If this answers your questions, kindly accept it as a solution and give kudos.Hi gmasta1129 ,
Thank you for reaching out to Microsoft Fabric Community.
Thank you mdaatifraza5556 for the prompt response.
In order to sum the values in "FundStrat%" (measure) by portfolio code and run date (columns):
You can try using the DAX implemented in the attached PBIX file with sample data.
Created a measure called [Total Fund Strat% by Portfolio and Date].
If this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!
Thank you.
Hello v-venuppu ,
Thank you for the response. I cannot open the file. Can you please copy and paste the formula into the message box?
Hello,
Thank you for your help. I figured out the formula to sum a measure.
Formula to sum a measure = SUMX(VALUES(your table name),[measure])
