Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

dax for calculating sum PTD based on different columns

hello Power BI users,   I have a table with columns like below and I would like help to create a new calculate column/measure (PTD). This PTD is based on Site,Month and Week selected.    Site ...
  • edhans's avatar
    5 years ago

    It cannot be a calculated column. Those never recalculate during use and ignore user selection.

     

    A measure of = SUM(Table[Sales]) will work. If you put the site, Month, and Week in a visual and filter based on those, it will automatically calculate your values. Nothing fancy needed at all.

     

    If you are trying to get a cumulative total, the correct way is to use a date table, but you can do it with your data.

    PTD = 
    VAR varCurrentSite = MAX('Table'[Site])
    VAR varCurrentMonth = MAX('Table'[Month])
    VAR varCurrentWeek = MAX('Table'[Week])
    RETURN
    CALCULATE(
        SUM('Table'[Sales]),
        FILTER(
            ALL('Table'),
            'Table'[Site] = varCurrentSite
                && 'Table'[Month] = varCurrentMonth
                && 'Table'[Week] <= varCurrentWeek
        )
    )
  • CNENFRNL's avatar
    5 years ago

    Hi, Anonymous , you might want to try such a calculated column

    PTD = 
    SUMX (
        FILTER (
            Table1,
            Table1[Site] = EARLIER ( Table1[Site] )
                && Table1[Month] = EARLIER ( Table1[Month] )
                && Table1[Week] <= EARLIER ( Table1[Week] )
        ),
        Table1[Sales]
    )