Formula to Sum a Measure Based off Multiple Columns

[gmasta1129]

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.  

[gmasta1129 · Accepted solution]

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])

[v-venuppu]

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.

 

[gmasta1129]

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? 

[mdaatifraza5556]

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.