Required Dax Correction / Help

[123abc]

Hi Experts,

I have to measuere one is current month month to date sales "[CM MTD Sales]"

2nd is Qualified Units "[Qualified Units]"

about two measure related to two differnect tables like sales and qualificat units for incentives. belwo DAX measure works fine in matrix on row levle or party level but its net total in not corrected, in net total the dax again apply formula conditions and return less value from both Variable although i wants to sum up the data which is created by row level. plz guide how to solve the issue.

Pic is attached:

Applied measure works correctly on row or party lelve in martix but net total is not corrected:

ConditionalSumMeasure =

VAR TotalSum = [CM MTD Sales]

VAR TotalQualified = [Qualified Units]

RETURN

    IF(

        TotalSum = TotalQualified,

        TotalSum,

        IF(

            TotalSum > TotalQualified,

            TotalQualified,

            IF(

                TotalQualified > TotalSum,

                TotalSum,

                0

            )

        )

    )

Here is sample data please guide me, help me how to solve this issue and make net total with SUMX or with any other method. 

PBIX File and Supporting Data:

https://drive.google.com/file/d/1VlDRSNO5uNnfH8mZxcLXT_W4QE1QEat-/view?usp=sharing

Issue briefing 1Issue briefing 2

Issue briefing 3

@ talespin 

[maddy15 · Accepted solution]

@123abc 

Can you please try below DAX using Summarize. I have used AddColumns,Summarize DAX  functions to create a virtual table and then done the calculation on 2 columns 'TotalSum' & 'TotalQualified' using SUMX, which should give the required total.

Sell Out Units Jan 24 =

VAR summarizedTable = ADDCOLUMNS(SUMMARIZE('Customer Master','Customer Master'[ACCOUNT_NUMBER],'Customer Master'[PARTY_NAME],'Customer Master'[BRANCH]),"Total Sum",[CM MTD Sales],"Total Qualified",[Qualified Units Nov 23 Onwards])

RETURN

SUMX(summarizedTable,

IF(

        [Total Sum] = [Total Qualified],

        [Total Sum],

            IF(

                [Total Sum] > [Total Qualified],

                [Total Qualified],

                IF(

                    [Total Qualified] > [Total Sum],

                    [Total Sum],

                    0

                )

             )

    )

)

I filtered data for few account number for a particular city. Total shows correct:

Please try at your end.

Thanks,

Maddy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ThxAlot · Accepted solution]

Sell Out Units Jan 24 =
SUMX(
    VALUES( 'Customer Master'[ACCOUNT_NUMBER] ),
    MIN( [CM MTD Sales], [Qualified Units Nov 23 Onwards] )
)

[123abc · Accepted solution]

if both measures ([CM MTD Sales] & [Qualifited Untis Nov 23 Onwards] are equal then ? 

Sell Out Units Jan 24 =
SUMX(
    VALUES( 'Customer Master'[ACCOUNT_NUMBER] ),
    MIN( [CM MTD Sales], [Qualified Units Nov 23 Onwards] )
)

 plz guide .

[v-tangjie-msft · Accepted solution]

Hi @123abc ,

Instead of the measure [Sell Out Units Jan 24] we can create a new measure [New Sell out] to be placed on the visual object.

Sell Out Units Jan 24 = 
VAR TotalSum = [CM MTD Sales]
VAR TotalQualified = [Qualified Units Nov 23 Onwards]
RETURN
    IF(
        TotalSum = TotalQualified,
        TotalSum,
        IF(
            TotalSum > TotalQualified,
            TotalQualified,
            IF(
                TotalQualified > TotalSum,
                TotalSum,
                0
            )
        )
    )

New Sell out = SUMX(
    VALUES( 'Customer Master'[ACCOUNT_NUMBER] ),[Sell Out Units Jan 24])

Then the result is as follows.

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

[123abc · Accepted solution]

its not working /// sorry.

[v-tangjie-msft · Accepted solution]

Hi @123abc ,

Instead of the measure [Sell Out Units Jan 24] we can create a new measure [New Sell out] to be placed on the visual object.

Sell Out Units Jan 24 = 
VAR TotalSum = [CM MTD Sales]
VAR TotalQualified = [Qualified Units Nov 23 Onwards]
RETURN
    IF(
        TotalSum = TotalQualified,
        TotalSum,
        IF(
            TotalSum > TotalQualified,
            TotalQualified,
            IF(
                TotalQualified > TotalSum,
                TotalSum,
                0
            )
        )
    )

New Sell out = SUMX(
    VALUES( 'Customer Master'[ACCOUNT_NUMBER] ),[Sell Out Units Jan 24])

Then the result is as follows.

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

[ThxAlot · Accepted solution]

Sell Out Units Jan 24 =
SUMX(
    VALUES( 'Customer Master'[ACCOUNT_NUMBER] ),
    MIN( [CM MTD Sales], [Qualified Units Nov 23 Onwards] )
)

[123abc · Accepted solution]

if both measures ([CM MTD Sales] & [Qualifited Untis Nov 23 Onwards] are equal then ? 

Sell Out Units Jan 24 =
SUMX(
    VALUES( 'Customer Master'[ACCOUNT_NUMBER] ),
    MIN( [CM MTD Sales], [Qualified Units Nov 23 Onwards] )
)

 plz guide .

[123abc · Accepted solution]

its not working /// sorry.

[maddy15 · Accepted solution]

@123abc 

Can you please try below DAX using Summarize. I have used AddColumns,Summarize DAX  functions to create a virtual table and then done the calculation on 2 columns 'TotalSum' & 'TotalQualified' using SUMX, which should give the required total.

Sell Out Units Jan 24 =

VAR summarizedTable = ADDCOLUMNS(SUMMARIZE('Customer Master','Customer Master'[ACCOUNT_NUMBER],'Customer Master'[PARTY_NAME],'Customer Master'[BRANCH]),"Total Sum",[CM MTD Sales],"Total Qualified",[Qualified Units Nov 23 Onwards])

RETURN

SUMX(summarizedTable,

IF(

        [Total Sum] = [Total Qualified],

        [Total Sum],

            IF(

                [Total Sum] > [Total Qualified],

                [Total Qualified],

                IF(

                    [Total Qualified] > [Total Sum],

                    [Total Sum],

                    0

                )

             )

    )

)

I filtered data for few account number for a particular city. Total shows correct:

Please try at your end.

Thanks,

Maddy

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[123abc · Accepted solution]

Excellent its work... great.

[123abc]

Thank you so much .. let me try it plz. i am out of city therefor replay you late.