Power bi sumx summarize filter. The SUMX is an iterator function.
Power bi sumx summarize filter Learn how to work with fact tables, granularity, and virtual tables to manipulate and analyze your data more effectively. All this is well known. In order to create some graph, I would like to make an expression of "sum ignoring filter". They allow you to replace static calculated columns with more efficient, flexible measures, enhancing both performance and adaptability. Dec 25, 2024 · In this video, Mitchell Pearson demonstrates how to solve tricky DAX problems using X functions like SUMX and AVERAGEX in Power BI. For more complex examples of SUMX in formulas, see ALL and Jul 30, 2021 · Hello, I have a typical summarize function inside a addcolumns and Sumx function. my Data Set 'Tab' is like this Type Value A 10 A 10 Aug 2, 2022 · Solved: Hi, I need to calculate ROA for each company and then sum those values ignoring slicer filter for companies. I created two relationships between the date table and the fact table. Total per column per year: = SUMX ( ADDCOLUMNS ( SUMMARIZE ( FILTER ( 'Family situation PowerBI', 'Family situation PowerBI'[Type] = 'Balance' ), 'Family situation PowerBI'[Type], 'Family situation PowerBI'[Date]. Aug 18, 2020 · Summarize DAX function returns a summary table for the requested totals over a set of groups. The first method uses a calculated column and the second method uses DAX functions. g. For e. Nov 26, 2025 · Creates a summary of the input table grouped by the specified columns. The second argument is a column that contains the numbers you want to sum, or an expression that evaluates to a column. For example, in the case as below, even if I check some filter, I would keep "Sum value". Blanks, logical values, and text are ignored. In this guide, you’ll learn why these discrepancies occur and how to fix them using advanced DAX techniques like SUMX, HASONEVALUE, and virtual tables. It is very handful when we need to make some calculation “before” summary or calculate selected rows only. However, if I write it to equal a string constant: SUMX ( FILTER ( DatePQ, DatePQ Jan 1, 2023 · The measure [TotalSales] inside AVERAGEX is called in a filter context that filters only one year. Learn When to use SUM () and SUMX () and Power bi dax sum vs sumx. Feb 18, 2021 · Could you please advise on how I can use SUMX? I tried using SUMX (Table A, Hrs) - 44. Nov 27, 2025 · Power BI totals often behave differently than users expect—especially those coming from Excel. While Excel simply adds up the visible values in a column, Power BI uses filter context to calculate totals, which can lead to confusing results. ADDCOLUMNS. Nov 16, 2021 · How can I optimize this measure and its DAX to reduce memory consumption? When interacting with filters visual runs out of memory to update since the Dec 22, 2023 · This tutorial explains the difference between the SUM and SUMX functions in DAX in Power BI, including several examples. Apr 14, 2021 · Hi @Anonymous - Please try this 100k+ (SUMMARIZE) = SUMX ( FILTER ( SUMMARIZE ( Database, 'Class Lookup'[Class], CompanyNameLookup[Correct Company Name], "_1", SUM ( Database[Amount] ) ), [_1] >= 100000 && NOT( ISBLANK( [Correct Company Name] ) ) ), [_1] ) If that doesn't work, please provide you data in a format that can be copy/pasted into Excel or Power BI, rather than a screen shot. I will not give you bad advice, even if you unknowingly ask for it. Jan 31, 2024 · This tutorial explains the SUMX function in Power BI, its syntax, how it works, and best practices to keep in mind. Oct 21, 2022 · Hi @CJKPowerBI ， I suggest you to add a filter in summarize function. Feb 19, 2023 · In this article, we will show you two methods of how to sum multiple columns in Power BI. Often there is a need to (distinct) count or sum values based on multiple filtered tables over a selected variable like a product type. The values are then averaged to return the correct value. Jul 23, 2021 · Solved: Hi Experts i have the following measure - i need to filter out where [Alloc in Month] is either blank and 0 (values) Mymeasure = VAR mytables Nov 16, 2020 · CALCULATE ( SUMX ( DISTINCT ( 'Calendar'[Date] ), [AVG Value] ), ALL ( 'Calendar'[Date] ), 'Calendar'[Date] <= currDate ) Regards, Pat Did I answer your question? Mark my post as a solution! Kudos are also appreciated! To learn more about Power BI, follow me on Twitter or subscribe on YouTube. (ie you can use summarize inside a measure, you can then filter the obtained table and return the sum of one column) Guide to SUMX Power BI. Jan 22, 2018 · @whytheq Personally, I would put the FILTER on the inside SUMMARIZE or SUMMARIZECOLUMNS if I were concerned about performance. I created a new measure using SUMX and SUMAMRIZE to solve this – which gets me close but I still have one issue. Keep reading to learn how to use DAX SUMMARIZE () to group and aggregate your data and derive good insights. Compare it with SUMMARIZE and optimize your reports. With SUMMARIZE (), there were things happening and I couldn’t see under the hood. I know that Summarize is deprecated and should be replaced by SummarizeColumn but I haven't been able to make the latest function work in my report (because of filter context) It would be great to work together to find a suitable solution for my end users to reduce the calculation time. Oct 29, 2020 · Did I answer your question? Mark my post as a solution! Kudos are also appreciated! To learn more about Power BI, follow me on Twitter or subscribe on YouTube. As it is, the function seems to ignore the second filter (for DatePQ [WH]). Apr 14, 2020 · SUMMARIZE AND SUMMARIZECOLUMNS DAX function examples. Aug 28, 2020 · Hi, sorry for very easy thing for you but I have a question. Is there anyway to use a SUMX, Filter or some sort of formula in a custom column to sum the amount of hours used for each employee from today and back 365 days? Feb 24, 2020 · Optimizing the final measure with Summarize. @mahoneypa HoosierBI on YouTube Message 2 of 4 Nov 26, 2025 · Understanding value filter behavior in SUMMARIZECOLUMNS Value filter behavior is a setting in Power BI semantic models that controls how filters are combined in SUMMARIZECOLUMNS. This measure first evaluates the filter arguments in the current filter context. Mar 15, 2014 · The following example returns a summary of the reseller sales grouped around the calendar year and the product category name, this result table allows you to do analysis over the reseller sales by year and product category. Oct 14, 2024 · SUMX A Var = SUMX('Table',[A % Var]) will give us the 4% result. Jul 25, 2024 · Power BI - Using Summarize and Maxx, then remove filter Asked 1 year, 4 months ago Modified 1 year, 4 months ago Viewed 172 times Jan 6, 2022 · I'm trying to design a measure that sums a constant value for each distinct set of values involving multiple columns in my data model. Guide to SUMX Power BI. Hope May 1, 2024 · Learn how to use the Power BI SUMMARIZE function to aggregate data from multiple columns and create a summary table for your data model in Power BI. Apr 25, 2024 · The SUMX function takes as its first argument a table, or an expression that returns a table. I just need one number that will Jun 14, 2021 · Once the clusters are ready, SUMMARIZE computes the value of SUM ( Sales [Amount] ) for the three clusters. Unlock the full potential of Power BI with this in-depth tutorial on using the Summarize function in combination with SUMX, Filter, and TOPN. Mar 17, 2023 · For example, when you apply filters over columns that are not included in the grouped column and then calculate the extended column expression using data coming from related tables, the filter context will be different between SUMMARIZE vs. What I tried: Returns = VAR summary = SUMMARIZE ( FILTER ( Query1 Feb 20, 2019 · Remove filter from measure inside summarize 02-20-2019 07:11 AM Hi, I can't seem to get the correct combination to get the measure that I want. My reasoning is that FILTER is an iterator and that putting it on the outside requires building a larger table and then filtering it down to one ProductName rather than building the smaller table to begin with. It would be appreciated if you could help me. SUMX and FILTER Red Sales 1 = SUMX ( FILTER ( Sales; Sales[ProductColor] = "Red" ); Sales[Amount] ) or 2. An example could be a KPI like the customer count of a company (per product) when different products have differences in the counting logic or data tables. The issue I have is; the ‘Volume variance ($)’ measure below, is blank for rows where I do Dec 14, 2022 · @Mik The checkactive code has been added, and not sure how I can filter it and get the correct answer because I need every row apart from the ones which are not active reason why I filter after the summary table, however SUMX is obviously an iterator function and summarize will loop over the virtual table to check whether it's active. The SUMX is an iterator function. . So I need to show the latest sales value per customer based on the last date each counties data was refreshed. - Power BI Docs Dec 19, 2024 · Conclusion X-Functions like SUMX, AVERAGEX, and others are indispensable tools for dynamic calculations in Power BI. This article explains how it works and suggests its best configuration. To create this measure, you filter the table, Internet Sales USD, by using Sales Territory, and then use the filtered table in a SUMX function. So the second table below has the same values as the first but rather than having the Grp A and B values in separate columns they are combine into 1 column. Is this to be expected, am I doing something wrong, how can I achieve this? Aug 6, 2015 · Power Pivot first of all takes the initial filter context from the Pivot Table and filters the underlying tables so that only the relevant rows are presented to the formula engine. How to sum multiple Jan 30, 2021 · VALUES( DimCalendar[Date] ) ) DimCalendar[Date] should be the column used for the relationship with Sales. In this post I present two function patterns to Mar 26, 2021 · IF (HASONEVALUE ( [servername]), [Underutilisation], SUMX (Summarize (Table, [servername],Table [Groupbytwo], "_1", [Underutilisation]), [_1])) Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube Microsoft Fabric Series 60+ Videos YouTube Microsoft Fabric Hindi End to End YouTube Nov 23, 2021 · Hi I have a DAX measure that is correct at the detail level but incorrect at the total level. [Year] ), "@result", [ValueLatestDate(all Years)] ), [@result] ) If this reply still couldn't help you solve Sep 28, 2021 · The question is very similar to this one: Solved: Optimize SUMX / SUMMARIZE Measure - Microsoft Power BI Community however I have tried the suggestions in that post and it hasn't helped. Here is the first of the many shenanigans SUMMARIZE tends to engage in: to restrict the calculation to an individual cluster, SUMMARIZE does not create a filter context containing the cluster header only. Enter, Power BI Calculated Tables – Seeing SUMMARIZE () made easy! May 1, 2024 · Learn how to use SumX Power BI to calculate the sum of multiple columns more efficiently when working with complex or large datasets. Jul 14, 2021 · I have the following DAX formula in a table Power BI Desktop: SUMX ( FILTER ( DatePQ, DatePQ[DatePQ]. @mahoneypa HoosierBI on YouTube Jul 21, 2017 · * Matt is an 8 times Microsoft MVP (Power BI) and author of the Power BI Book Supercharge Power BI. Active: Date > OrderDate Inactive: Date > OtherDate I would like to sum the # of refunds per day using the inactive relationship. [Date] ) && DatePQ[WH] = DatePQ[WH] ), DatePQ[QTY] ) As you can see, there are two filters in it. 'Sales'[Earned Promotions] = SUMX ( SUMMARIZE ( FILTER ( Sales, Sales[Quantity] = 1 ), Promotion[Promot Aug 25, 2020 · Hi all I am trying to do this formula in Power BI: I tried the following calculated column but the result is different: Column = Sheet1[Units] / SUMX( SUMMARIZE( Sheet1,Sheet1[Month],Sheet1[Code]), Sheet1[Units] ) Can you please advise how to do it both with a measure and calculated column Nov 26, 2025 · Returns the sum of an expression evaluated for each row in a table. Note that if a calculated table is used inside a measure it will behave correctly, but as you may know, a measure must return a scalar value and not a table. Feb 21, 2020 · Only Measures are "responsive", calculated tables and columns get calculated and created once, when the data are loaded. Using as filter the columns used for the relationships guarantees that whatever the column used for filtering this would be mapped over the relationship. Nov 11, 2023 · Using Sumx & Summarize - remove date filter 11-11-2023 07:38 AM Hi Community, I am looking for some help on how to ignore a month when I add it to my table. Only the numbers in the column are counted. It does not filte SUMX ( SUMMARIZE ( ‘Customer’ [Customer Name] ‘Products’ [Size] ‘Products [Product Name], “@Profit”, [Total Profit] ) [@Profit] ) Issue is I can’t use customer name column. Hi All, I would like to seek some helps for the DAX to summarize the "QTY" by "ID". Where to put the Removefilters() inside that setting? I tried put REMOVEFILTERS('Table1'[DAYS]) behind the Calculate average part. ID QTY Status 1 7 Ordered 1 4 Cancelled 2 2 Ordered 2 8 Cancelled 3 4 Ordered Desired outcome: ID QTY 1 7 2 2 3 4 I am tyring with th Jun 1, 2018 · How can I update my SUMX or use a similar measure so that I can calculate the SUM TOTALS on a row by row basis but ignore a date filter selection. Jul 14, 2025 · Learn how to use the SUMMARIZECOLUMNS function in DAX to create efficient summary tables in Power BI. Apr 25, 2024 · The following example creates a report of Internet sales outside the United States by using a measure that filters out sales in the United States, and then slicing by calendar year and product categories. e. I need to sum the values of column resulting from the table resulting from Summarize Funtion. Dive into advanced DAX calculations to manipulate and Jul 28, 2025 · This week, we delve into the SUMMARIZE () and FILTER () functions, unpacking their individual utilities and synergistic power when used in combination. Sep 23, 2020 · It can't look at all of the 2020 data, it has to look at data from today and back 365 days; so some of 2019 data too. We simply substitute AVERAGEX with SUMX: Nov 27, 2025 · Learn how to fix incorrect totals in Power BI tables and matrix visuals using DAX functions like SUMX and CALCULATE. Dec 22, 2023 · This tutorial explains how to calculate a sum with a filter in Power BI, including an example. [Date] <= EARLIER ( DatePQ[DatePQ]. It works when I dont select any slicer, if I select the filter, those that are not supposed to be in the department will have -44 Apr 23, 2020 · SUMX () was consistently better performing than COUNTROWS (FILTER () >0) pattern And removing DISTINCT from SUMMARIZE also had some minor improvements on the run time. CALCULATE and SUM Red Sales 2 = C Jan 8, 2024 · This tutorial explains how to use the SUMMARIZE function with the FILTER function in Power BI, including an example. Tutorials SUMX – summary with filter or additional calculation (DAX – Power Pivot, Power BI) This article is about SUMX, which can be used in DAX. This is similar to the formula I ended up with. Thanks!! Feb 20, 2020 · Count1 = CALCULATE ( SUMX (vm1, [Count]), FILTER ( vm1, vm1 [checkdate] = 1 && vm1 [FinishedDate] = BLANK ( ) ) ) Please give a kudos if this is helpful or accept it as a solution if it works! Thanks, Pragati Best Regards, Pragati Jain LinkedIn | Twitter | Blog | YouTube Did I answer your question? Mark my post as a solution! This will help Sep 11, 2021 · This Power Bi tutorial explains, how to use Power BI DAX SUM and SUMX functions with a few examples. Apr 9, 2020 · Showing t_Summary in a table visual shows that the creation of t_Summary is ignoring the filter placed on the Year field in the t_Revenue table. If you’re looking for a comprehensive, step-by-step guide to Power BI, don’t forget to download our free crash course eBook at the end of this post. Here we look how to use SUMX function to create measures or columns in power bi report with examples. But I need to be able to filter by customer and get the right result, if only using products and product size. Dive into DAX functions like SUMX Power BI to analyze data and solve real-world challenges. Oct 11, 2024 · The SUMMARIZE () function in DAX creates summary tables by grouping data and applying aggregate functions in tools like Power BI and Excel Power Pivot. We will also cover common questions such as incorporating filters or combining columns from different tables in Power BI. » Read more Other related functions are: SUMMARIZE ADDMISSINGITEMS IGNORE NONVISUAL Jul 9, 2019 · Story: I have two date columns in my fact table, one is for orderdate and the second is for orderdate / refund / cancelled date. I currently get Customer Sales data for each country at different times of the month. Nov 18, 2020 · Hi there, I am trying to find a way to potentially write this dax measure better and improve its speed. Note: I have tried using ALL ('Date Dimension') in the second measure as well as the same filter from my first expression, i. However, I would like to Filter the "Status" to Ordered only before summarize. Nov 21, 2024 · Unleash the power of data visualization and business intelligence with Power BI. For educational purposes, we are not going to use AVERAGEX but a modified version of the formula which is useless, but makes the concepts clearer. I am trying to use SUM and CALCULATETABLE instead of SUMX Dec 14, 2017 · Either the function intuitively followed its name or I was able to go into my data model and filter some things and SEE what was really happening (by the way, Power BI, get on that). Here we discuss how to calculate the SUMX Power BI function using its formula along with examples and download the Excel template. That filter part should not react to filters of a column called DAYS. Jul 24, 2020 · Hi guys, quick question: If I want to sum a subset of a column, for example the sum of the sales of only red products, which approach is better suited? 1.