Dax summarize with multiple filters. However, HASONEVALUE is better in that case.

Dax summarize with multiple filters Syntax CALCULATETABLE (<expression> , <filter1> , <filter2 3 days ago · Clear filters from the specified tables or columns. ) Jun 11, 2025 · Uncover insights with DAX Summarize, a powerful tool for data analysis. You can also use the calculate and filter functions together to implement multi-condition filtering. I created the Sample query below to illustrate what I have created. Among the categories of DAX functions are the table functions, such as ALL (), SUMMARIZE (), FILTER (), which as the name suggests, generate tables as outputs of their computations. Let's first look at SUMMARIZE() and then more commonly used SUMMARIZECOLUMNS(). data and group them. The Summarize function in DAX is a powerful tool used for data analysis and modeling. Remarks • This function does not guarantee any sort order for the results. If the measure is evaluated in a filter context that has a filter over Red, Yellow, and Mar 24, 2022 · Hello, I needed help with writing a Dax for summarized table on a condition, meaning with a condition is true group the records and if condition is false don't group the records. I would like Feb 12, 2022 · My preference for documentation is DAX Guide. Apr 25, 2017 · Solved: Is it possible to add multiple filters to SUMMARIZECOLUMNS () ? I tried the below and its not giving me the correct number of rows: Table = Jun 14, 2021 · 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. Based on your latest reply, it looks like the key challenge is applying multiple filter values on the same column, such as 'US' = "ACKL" or other values, along with Guide to what is Power BI SUMMARIZE. Aug 13, 2022 · We recently updated SUMMARIZECOLUMNS on DAX Guide by adding an example that clarifies the difference between a filter applied to SUMMARIZECOLUMNS and a filt Dec 22, 2021 · Solved: Hi everyone, I really need help here. Summary Tables in Power BI This article will guide you through using these functions Jan 22, 2018 · @whytheq Personally, I would put the FILTER on the inside SUMMARIZE or SUMMARIZECOLUMNS if I were concerned about performance. I need to create a table with some columns from a bigger table. Number]. Dec 22, 2023 · This tutorial explains how to calculate a sum with a filter in Power BI, including an example. Sep 22, 2022 · This article describes how to create a virtual relationship in DAX using the TREATAS function, which is more efficient than approaches based on INTERSECT or FILTER. In my report, I am using the matrix visual and I'm stacking a field number (Fld_Number) and then the report number USDA[Report. SUMMARIZECOLUMNS is newer and better suited for use in visuals because it handles filter context more naturally and produces more efficient query plans. » Read more Managing “all” functions in DAX: ALL, ALLSELECTED, ALLNOBLANKROW Jul 21, 2017 · I am attempting to subtotal a column using an approached defined in this post. Oct 11, 2024 · The DAX SUMMARIZE() function creates summary tables by grouping data and applying aggregate functions in tools like Power BI and Excel Power Pivot. May 1, 2020 · Solved: I would like to add a date filter to the ADDCOLUMNS function below, but I can't seem to get it right. This change disallows filters from a different table to affect the GroupBy columns, even if the tables are related through a filter-by relationship. The filtering functions let you manipulate data context to create dynamic calculations. I tried to use SUMMARIZECOLUMNS but I couldn't add amounts from two tables, Apr 25, 2024 · The formula uses a filter expression to get only the rows in the Product table that meet the condition, ProductSubCategory = "Caps", and then counts the rows in the resulting table that have a list price. The situation: there are two tables, Table 1 (factSales) and a related Table 2 (dimStores). SUMMARIZE (table, group By column Name, na Dec 7, 2017 · I cover the use of SUMMARIZE in my DAX Query series that starts here; it is easy to use when you know how it works. I'm displaying which doctors operate at which hospitals today, according to a 4 week roster. Use COUNTROWS instead of COUNT in DAX This function is I recently received an email asking about a tricky DAX issue: combining FILTER and USERELATIONSHIP in a single CALCULATE statement. Nov 25, 2020 · Hello Everyone, I have the DAX below which is basically a filtering to find the all PHC characters among a list of items but I would like to know how to summarize the column Invoice [Invoice number] as there are duplicate invoices number and I just need unique PHC invoice numbers in one column plu Jul 25, 2019 · Doing a calculated table using "summarize" like below is fine, but totals do not change in the context of the filters against the raw data table. I need to calculate a measure and for doing so need to apply multiple filters to obtain the desired Jan 19, 2023 · There are times when you need to summarize your data. Master advanced DAX techniques for more accurate data analysis. Then there are one or more parameters identifying which data columns need to be grouped. Apr 24, 2021 · This article introduces the new DAX syntax (March 2021) to support CALCULATE filter predicates that reference multiple columns from the same table. There are no differences in the query plans produced by SUMMARIZECOLUMNS and SUMMARIZE for these last examples. Jul 14, 2025 · Learn how to use the SUMMARIZECOLUMNS function in DAX to create efficient summary tables in Power BI. Power Bi/Dax: Summarize table with filters Asked 5 years, 6 months ago Modified 5 years, 6 months ago Viewed 7k times 3 days ago · SUMMARIZE does not preserve the data lineage of the columns used in ROLLUP or ROLLUPGROUP, raising an error if such columns are later used in the filter context. This is similar to the formula I ended up with. In the remarks section it states: Filters in SUMMARIZECOLUMNS only apply to group-by columns from the same table and to measures. Learn how to use the Summarize function with examples and explore its additional functionality. By combining the SUMMARIZE function with the FILTER function, users can further refine the data in the summary table by applying specific filters. Complex grouping: when grouping and computing measures from multiple fact tables, SUMMARIZECOLUMNS is your best option as it produces concise and easy DAX code, whereas using SUMMARIZE and ADDCOLUMNS requires complicated DAX code. 2, step "b" 2. An important and unique feature of SUMMARIZECOLUMNS is that it determines automatically how to scan the model to produce its result. 3 days ago · When KEEPFILTERS is used for an iterator, it keeps the existing filter context when there is a context transition. Leverage DAX functions and filters to transform your data, making it a breeze to explore and interpret complex datasets. Jan 12, 2022 · In SUMMARIZECOLUMNS you can add multiple filter tables, which could be useful for queries applied to complex data models with multiple fact tables. Oct 12, 2023 · What is SUMMARIZECOLUMNS? SUMMARIZECOLUMNS is a DAX (Data Analysis Expressions) function used in Power BI, a leading business intelligence tool. Often there is a need to (distinct) count or sum values based on multiple filtered tables over a selected variable like a product type. This is a common question, and it turns out, it’s not as simple as it seems. In this post I present two function patterns to Aug 4, 2021 · summarize with multiple filter ‎ 08-04-2021 02:43 PM Good evening everyone! I havent been able to solve a DAX sintax. The trick to using SUMMARIZE across multiple lookup tables is to always start from a common data table. 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. I was able to implement one filter with the following DAX expression: DEFINE VAR __DS0Core = FILTER( SUMMARIZE( 'User List', 'User List'[Description], 'User List'[Email], 'User List'[FacilityName], 'User List'[FirstName], May 12, 2025 · Understanding how to use them effectively can unlock powerful ways to shape, filter, and transform your data. What structure do I use? Apr 1, 2022 · Using Summarize to create New tableSUMMARIZE Returns a summary table for the requested totals over a set of groups. Jul 28, 2025 · Understanding DAX in Power BI DAX, a formula language developed by Microsoft, equips us with the tools for tabular transformations and data enrichment. Compare it with SUMMARIZE and optimize your reports. Jun 19, 2016 · Hi all, I am trying to make a new measure 'SalesWest' in Power BI Desktop but I can not make it work. e. Use it, if you want to add new table. Say I have three dim columns, from two different tables: ‘Customer’ [Customer Name] ‘Products’ [Product Name] ‘Products’ [Size] I want to create a measure using a virtual table that looks at profit so I want to do something that does: SUMX ( SUMMARIZE ( ‘Customer’ [Customer Name] ‘Products’ [Size] ‘Products [Product Name], “@Profit”, [Total Profit] ) [@Profit] ) Issue Oct 20, 2023 · The addition of the ROLLUP syntax modifies the behavior of the SUMMARIZE function by adding rollup rows to the result on the groupBy_columnName columns. Dec 28, 2022 · Filter and summarize table by multiple related conditions Asked 2 years, 10 months ago Modified 2 years, 10 months ago Viewed 2k times Learn how to summarize data with a filter in Dax. Both tables have relationship with my Date table. Apr 14, 2020 · SUMMARIZE AND SUMMARIZECOLUMNS DAX function examples. Filters in SUMMARIZECOLUMNS only apply to group-by columns from the same table and to measures. Indeed, when using SUMMARIZE, GROUPBY, ADDCOLUMNS, or any of the more basic querying functions, developers must declare the 6 days ago · The COUNTROWS function can be used to check whether a column has only one item filtered/selected in the current filter context. 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. That filter part should not react to filters of a column called DAYS. 3 days ago · The combined table resulting from this filter only contains columns explicitly listed in SUMMARIZECOLUMNS as grouping columns or filter columns. It returns a table of values. Instead, it creates a filter context using all the columns in the cluster, filtering the values that are present in the cluster. This allows you to create compact summary tables based on specific conditions. Nov 20, 2025 · Discover the power of KeepFilters DAX function in Power BI through our comprehensive guide. Watch this tutorial by MiTutorials for expert tips and tricks. Dec 27, 2023 · Learn how to effectively use DAX in PowerBI to summarize data with filter/condition. Mar 12, 2019 · Solved: Hi all, How can I summarize multiple tables in DAX? I have multiple tables I want to combine and summarize in DAX, how can I do this? I have Aug 17, 2020 · For both single column and multiple columns filter predicates, using KEEPFILTERS is a better choice than writing an explicit FILTER function using VALUES or SUMMARIZE to get the correct initial granularity – based on the existing filter context. Aug 28, 2018 · And I'm trying to create a new table with this idea: I have to SUMMARIZE this columns above, and FILTER by [Agency] AND [Status], but filtering Agency in two terms: "SITE" OR "PORTAL"; filtering Status only for "CHANGE". SUMMARIZE returns a table of all the unique combinations of columns in the initial filter context. Jan 8, 2024 · This tutorial explains how to use the SUMMARIZE function with the FILTER function in Power BI, including an example. I'm new to DAX. ROLLUP can only be used within a SUMMARIZE expression. 4), . Apr 25, 2024 · You can use FILTER to reduce the number of rows in the table that you are working with, and use only specific data in calculations. However, HASONEVALUE is better in that case. All determined by when we have seen them in the past (each record is called an Episode). But, despite my best efforts, my subtotal calculation is not returning what I expect. Here we look at how to use the summarize function, and its syntax with suitable examples. I have a Boolea Aug 16, 2020 · Hello, I'd like to make a one table from my sales and budget tables, which should includes Turnover and Margin amounts based on location, category and subcategory columns. Jan 20, 2023 · Hi, I am trying to use CALCULATETABLE and SUMMARIZE on a table, using a SELECTEDVALUE as a filter : TableTesting2 = CALCULATETABLE ( SUMMARIZE ( Aug 17, 2020 · The new SUMMARIZE DAX function can be used to replace the previous FILTER. Dec 19, 2021 · Please see attached one drive link to the pbix file. Apr 29, 2025 · DAX table using SUMMARIZE and multiple filters on columns Reply Topic Options samc_26 Jan 31, 2024 · This tutorial explains the SUMX function in Power BI, its syntax, how it works, and best practices to keep in mind. When you use SUMMARIZE, the first parameter is the table on which you want to perform the summarization. Nov 21, 2024 · The report must have several interactive filters enabled that a user will select to filter out only required information. I'm currently using Power BI and trying to create a total sum of sales that use a few different SKUs (or IDs) I can use this to filter down to 1 sku ("A1"): Measure = CALCULATE( Mar 17, 2023 · This article provides the best practice to use ADDCOLUMNS and SUMMARIZE, two functions that can be used in any DAX expression, including measures. Nov 5, 2022 · Master Power BI DAX Filter with 15+ real examples. I'll edit in what the DAX would look like. Then I can create any graphic where I plot my measure against the column "Category", and the measure will adjust dynamically to any filters applied. I was able to implement one filter with the following DAX expression: DEFINE VAR __DS0Core = FILTER( SUMMARIZE( 'User List', 'User List'[Description], 'User List'[Email], 'User List'[FacilityName], 'User List'[FirstName], How to SUMMARIZE with Filter/Condition using Dax in PowerBI | MiTutorials MITutorials 24. Mar 18, 2021 · The question is how to create a measure in PowerBI ( DAX) to summarize time under two or more conditions without listing all steps and IDs (for example for ID "1" step "a" occurs twice so my sum should be 1. The first is condition is to bring all data that says "yes" in the signed off column. Dec 5, 2024 · I'm trying to simplify a DAX Query formula and hoping someone can help me. Dec 15, 2021 · DAX - CONCATENATEX with FILTER and multiple criteria values in IN clause Asked 3 years, 11 months ago Modified 3 years, 4 months ago Viewed 6k times Jul 17, 2019 · I want to create a new table based on this one: that filters for Warehouse=2 and "drops" the columns "Price" and "Cost" like this: I have managed to apply the filter in the first step using: FILTER( Sep 1, 2020 · So I have a column EID and status, I only want to filter the completed and summarize it based on EID and after will count the rows. However, I need to bring data by two conditions. I'm still somewhat new to DAX Queries to extract data from my model and am not always sure of the syntax. FILTER is not used independently, but as a function that is embedded in other functions that require a table as an argument. One of the most useful combinations of DAX functions is the use of SUMMARIZE together with FILTER. (Edit Aug 11, 2025 · But it is just slightly better than SUMMARIZE and ADDCOLUMNS. Feb 8, 2025 · Summary Tables in Power BI, DAX (Data Analysis Expressions) is a powerful formula language used for creating custom calculations. You're right with using SUMMARIZE and DISTINCTCOUNT, and it’s great to see you experimenting with different approaches. For best practices when using FILTER, see Avoid using FILTER as a filter argument. This article explains how to summarize data from multiple tables in DAX. The purpose SUMMARIZE was the original grouping function in DAX, but it lacks support for implicit filters and may require ADDCOLUMNS to include expressions. This step-by-step guide will show you how to use the summarize function to quickly and easily find the most important information in your data. Where to put the Removefilters() inside that setting? I tried put REMOVEFILTERS('Table1'[DAYS]) behind the Calculate average part. A new sy 0 We are Using SELECTCOLUMNS Function for providing Alais Name, SUMMARIZE function for Aggregating the Data, also we are using FILTER function to filter data in the same query. Learn to manage multiple filters and enhance your data models and measures for precise data analysis. My table has the columns 'Week commencing', 'Area' and 'Total orders'. Jan 27, 2020 · How to construct filter tables for SUMMARIZECOLUMNS function? The SUMMARIZECOLUMNS has the following pattern: SUMMARIZECOLUMNS( ColumnName1, ColumnNameN, FilterTable1, -- my Apr 29, 2025 · DAX table using SUMMARIZE and multiple filters on columns ‎ 04-29-2025 05:31 AM Hi all, I'm trying to create a table that groups by two columns and does a count on a third for the values but I also need to filter against some other columns. Feb 10, 2022 · For debugging purpose I want to create a DAX table using SUMMERIZECOLUMNS fuction which selects the same column names of two different tables. Take the data model shown 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. Dec 29, 2023 · This tutorial explains how to create a measure in Power BI with multiple filter conditions, including an example. May 19, 2025 · Filter functions The filter and value functions in DAX are some of the most complex and powerful, and differ greatly from Excel functions. In this blog, we will explore five essential DAX table functions— SUMMARIZE, SUMMARIZECOLUMNS, ADDCOLUMNS, FILTER, and CALCULATETABLE —with standalone examples and more advanced usage where they are used together. The following expressions are equivalent. In this newsletter, we’ll dive into why these functions don’t work together as expected and explore some potential solutions. Dec 11, 2019 · Multiple filters, trying to include not equal to ‎ 12-11-2019 11:39 AM The DAX I list below is working fine, but I'm off my DAX game today and when I try to also exlude some values from a different column in the same table I end up just summing everything that doesn't have them which gives every item the same sum. Whether you are analyzing sales data, employee data, or any other type of data, the Summarize function can help you gain Jul 30, 2021 · Hello, I have a typical summarize function inside a addcolumns and Sumx function. It does not filte 2 days ago · Power BI totals often behave differently than users expect—especially those coming from Excel. The measure Average Sales Only Trendy Colors computes the average Sales of the colors included within the Trendy Colors, without considering those that are not in the current filter context. Explore examples of using the Keepfilters function to manipulate and analyze data in Power BI. 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. 'Sales'[Earned Promotions] = SUMX ( SUMMARIZE ( FILTER ( Sales, Sales[Quantity] = 1 ), Promotion[Promot Dec 25, 2024 · Learn how to solve complex DAX problems in Power BI using X functions like SUMX and AVERAGEX with virtual tables. I got lost here don't know where would I put the summarize function COUNTX(FILTER('Table1','Table1'[Status]="Completed"),'Table1'[Status]) EID Status 1 Pending 2 Co Jun 11, 2021 · CALCULATETABLE DAX function comes under Power BI Filter DAX category and It evaluates a table expression in a context modified by the given filters. Jan 26, 2025 · And DAX formulas, like the SUM(), will combine the multiple rows values for each set of specified columns. It provides a way to perform calculations on a subset of data, focusing only on the relevant records that meet the specified criteria. The purpose of this table, t_Summary is to show the total revenue for each project, filtered by the year. In below example, Service Folder 8516 have 2 records of item B5068-Y1(in yellow) and here workstatus is same(i. CALCULATETABLE allows you to create virtual tables that you can filter using multiple conditions and use that table to make further calculations. Apr 30, 2025 · Hi @samc_26, Thank you for providing more context and for your continued efforts in refining your DAX query. Feb 26, 2020 · Solved: Hi, I have the below DAX which works as expected: Concatenate_Tags = SUMMARIZE ( patent_PATENTS, patent_PATENTS [Reference Number], Jul 27, 2019 · I need to summarize dax table and filter it by date range 5 month back from last EffectiveDate, which is 7/27/2019 So my dax expression: TestTable1 = VAR LastEffDate = LASTDATE(fact_Premium[ 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. Now I would like to make a measure that sums all sales where the Store = West (Lookup to dimStores) an 03 GROUPBY 02 SUMMARIZE 01 SUMMARIZECOLUMNS (Table manipulation functions )SUMMARIZECOLUMNSReturns a summary table. Mar 18, 2022 · Create a summary table using SUMMARIZE and FILTER formula with multiple columns ‎ 03-18-2022 07:55 AM Hi I am creating a summary table to include the number of occurrences of a particular value just like COUNTIFS in excel. Mar 1, 2024 · In this function, you can select the column you want to group or summarize. I want to be able to summarize the brand dynamically so that when I filter on the survey questions I gives me the proper aggregated averages for the elements 1 -3 in the 02Profile_Calculated table which feeds back into the 01MergeDataSet which is the table that drives my visuals and filters. They do not apply to group-by columns from other tables directly, but indirectly through the implied non-empty filter from measures. 5 etc. I have a data table where it has a list of tickets (incidents) with dates of when it is opened and resolved. 5K subscribers 455 Apr 25, 2025 · Hi, I have a table which I was assisted in creating which uses ADDCOLUMNS, SUMMARIZE and ALLEXCEPT along with a CALCULATE added in to count the values in another column. Tab = SUMMERIZECOLUMNS ( Sales[Product_ID], Product[ Feb 3, 2022 · I'm new to Power Bi/DAX and having trouble getting my head around connecting some measures together. CALCULATE and SUM Red Sales 2 = C Aug 4, 2025 · SUMMARIZECOLUMNS is the most widely used function in Power BI queries, which can also be used in other DAX expressions, like DAX measures. I then used a simple formula to calculate the week number of each of the date columns. Requirement : We want to perform Aggregation on Some other Columns and want to perform Filter on another column in a same query. The first two are in the summarize so I only get one row fo Oct 4, 2019 · Power BI/DAX: Filter SUMMARIZE or GROUPBY by added column value Asked 6 years, 1 month ago Modified 5 years, 9 months ago Viewed 6k times Mar 27, 2024 · The SUMMARIZE function in Power BI allows users to create a summary table based on specific columns and measures from a dataset. Master its filters to create precise summaries, visualize trends, and gain actionable intelligence. This enables users to easily extract and analyze relevant information from a larger dataset, making it a useful tool for Tutorials SUMX – summary with filter or additional calculation (DAX – Power Pivot, Power BI) This article is about SUMX, which can be used in DAX. Learn about the Keepfilters function in Power BI's Data Analysis Expressions (DAX) and how it can be used to preserve existing filters while applying new ones. Aug 18, 2025 · Learn how to use the FILTER function in Power BI to create dynamic, context-aware measures! Includes syntax, examples and performance tips. This article is an in-depth analysis of the behavior of ALLSELECTED, explaining shadow filter contexts, what they are and how they are used by ALLSELECTED. Enhance your data analysis capabilities with this powerful DAX function. The lookup functions work by using tables and relationships, like a database. The filter is DimL8[Status]= "ZD" The two tables are connected by the SKU field Done APO [L8 SKU] (many) ------ DimL8 [SKU] (one) But I can't seem to make this filter work. 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. The FILTER expression applies to the table Products but uses a value that you look up in the related table, ProductSubCategory. SUMX and FILTER Red Sales 1 = SUMX ( FILTER ( Sales; Sales[ProductColor] = "Red" ); Sales[Amount] ) or 2. Apr 9, 2020 · I have written some DAX SUMMARIZECOLUMNS code to create a dyamic table. This works and does what I want it to do, which is SelfValue semantics for external filters We are introducing a semantic concept named SelfValue, which alters how filters from external tables interact with GroupBy columns in SummarizeColumns. Below is the Data and Rating table from which I want this Result table. It is very handful when we need to make some calculation “before” summary or calculate selected rows only. Learn how to filter data effectively using DAX functions to build dynamic, insightful, and interactive reports. It allows you to summarize data based on specific criteria and create meaningful insights. 3 days ago · SUMX DAX Function (Aggregation) Syntax | Return values | Examples | Articles | Related Apr 20, 2025 · The Dax Summarize With Filter function is a powerful tool that enables users to aggregate and summarize data based on specific filters or conditions. Dec 15, 2021 · Hello everyone I have the following formula: VAR _Table = SUMMARIZE( 'Fact APO', [L8 SKU], "_FTBPEU", SUM('Fact APO'[FTBP EU]) ) RETURN COUNTROWS( FILTER(_Table, ([_FTBPEU] <> 0) )) I want to add a filte to it. This is the auto-exists behavior that has side effects on functions such as FILTERS. 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. Let’s solve this DAX puzzle together! 3 days ago · Learn more about ALLSELECTED in the following articles: The definitive guide to ALLSELECTED ALLSELECTED is a powerful function that can hide several traps. Nov 2, 2022 · Hi All, I need help in creating some sort of a summary table based on the main table. Nov 1, 2017 · IF (SUM (ROW)=1, [SUMX expression to summarize households with internet],IF (SUM (ROW)=2, [SUMX expression to summarize households with telephone] etc. jdgwt vjgtwq mrfl yxgxp mfcgaw jhjes slpe cobxjhy roxxb qssyem lkrwmnv fdagz zswa eown lzbuaq