if function
4 TopicsHow to Sum and accurately summarize when conditions are in place
Hello Everyone, I am trying to have a Sum calculation based on several columns per row, there is an identifier that indicates that 3 columns should be included in the sum, and for any others only 2 columns. The issue I am having is that the row level calculation is correct and works perfectly, but when grouping by customers the identifier gets ignored, and the total sum aggregates the 2-column formula when in reality there is an internal item that has the "True" identifier. The second row on the example above shows the calculation when the identifier is "True", and yet the total amount does not show the actual sum of the 2 rows that are part of the customer revenue total. Perhaps using summarize will solve the issue but I don't understand how the syntax will work on my case. I have tried different measures and all end up the same, see them below Revenue = IF( SELECTEDVALUE('Carriers'[FRS_Product]) = TRUE, CALCULATE( SUM('Master Accounts Bound'[Renewal Net House Commission]) + SUM('Master Accounts Bound'[Agency Fees.amount]) + SUM('Master Accounts Bound'[Policy Fee]) ) , CALCULATE( SUM('Master Accounts Bound'[Renewal Net House Commission]) + SUM('Master Accounts Bound'[Agency Fees.amount]) ) ) --------------------------------------------------------------------------------------------------------------------------- Revenue X = SUMX('Master Accounts Bound', IF( SELECTEDVALUE('Carriers'[FRS_Product]) = TRUE, 'Master Accounts Bound'[Renewal Net House Commission] + 'Master Accounts Bound'[Agency Fees.amount] + 'Master Accounts Bound'[Policy Fee] , 'Master Accounts Bound'[Renewal Net House Commission] + 'Master Accounts Bound'[Agency Fees.amount] ) ) -------------------------------------------------------------------------------------------------------------------Solved1.4KViews0likes6CommentsCount in function of other filters
At the left you'll find a simple table, at the right you'll find the tables I want to create in Power BI: First a small explanation of the left table: - You'll see that project 'Building A' is started in august when the first List is filled in. - Every time a list of a certain ListTempNr is filled in, the ListNr goes 1 up. The ListNr for every project starts from 0, even when they are using the same ListTempNr. At the right you'll find in column G and H some ordinary filter options I'm going to create in Power BI. So one to select the Month and one to select the ListTempNr First Question: how to create with a DAX-formula column '#ListNr'. This value is the count of unique ListNr according the selected Month and ListTempNr? In the table at the bottom right there is a KPI. This is "OK" if the "#ListNr" for the current Month and ListTempNr = A is greater than 0, else it is "NOK". Second Question: How to create this with a DAX-formula? My current knowledge of DAX is 0. I'm going to follow a course but in the meantime I want to start creating some basic dashboards. Thanks in advance!!Solved1KViews0likes3CommentsProblems with if funciotn
Hello everyone! I want to make a checklist in my Power BI dashboard. I have got column called status in my data. I want to sort it in another column by "True" and "False". I wrote code: if ( 'SQA list 2022'[Status] = "Completed, Waived, Cancelled, Missed", True(), False()) But it is giving me back only False values. Can you help me? Thank youSolved630Views0likes2CommentsLooking to return todays date in an if formula
Hi all, New to PowerBI but long time excel user - I am trying to create a custom column that returns todays date if the value in another column in null, and if not, returning a different date. The whole formula is working except for the todays date function (where I instead change this to a text return the whole thing works). I've tried representing it in multiple ways but to no success . Below is the current formula in PowerBI with the returning error. Any help would be really appreciated!! Many thanks, LucySolved1KViews0likes3Comments