cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
nandvroe
Frequent Visitor

Assistance with Dax Formula

I am in need of some assistance with a Dax formula.  I have tried several variations of the formula below:

 

TotalPending = CALCULATE(SUM(SalesOrderLines[Net amount]), (SalesOrderLines[Line status])<>"Invoiced", ALLEXCEPT(SalesOrderLines,SalesOrderLines[Customer]),FILTER( ALL(SalesOrderLines[Created date]),[Created date]<=[LastD]))) 

 

but am unable to get the entire formula to work.  

 

 

 

1.  I am attempting to sum (SalesOrderLines[Net amount] 

2.  for only (SalesOrderLines[Line Status] <> "Invoiced"  

 

and do the following

3.  Ignore filter by the Date Slicer, but instead filter dates <= [LastD] 

4.  Ignore filter by the Customer Slicer 

 

LastD=LastDate(DateTbl[Date])

 

I can get parts 1-3 above to work with the following formula:

 

TotalPending = CALCULATE(SUM(SalesOrderLines[Net amount]),SalesOrderLines[Line status]<>"Invoiced",FILTER( ALL(SalesOrderLines[Created date]),[Created date]<=[LastD]))

 

I'm struggling to wrap my head around "All" and "AllExcept".  I'm stating the obvious when I say I've very new to DAX, Smiley LOL so any help is greatly appreciated.

 

Thank you

1 ACCEPTED SOLUTION

@Zubair_Muhammad

 

Thanks to your help, I was able to get the Dax syntax that I needed.  The formula that seems to be working is:

 

TotalPending2 =
CALCULATE (
SUM ( SalesOrderLines[Net amount] ),
SalesOrderLines[Line status] <> "Invoiced",
ALLEXCEPT (SalesOrderLines,SalesOrderLines[Customer]), FILTER ( ALL ( SalesOrderLines[Created date] ), [Created date] <= [LastD] )
)

 

Again, I'm finding the All and the AllExcept a little confusing.  Thank you again for your help.

 

 

View solution in original post

3 REPLIES 3
Zubair_Muhammad
Community Champion
Community Champion

@nandvroe

 

Give this a try...Just removing filters from Customer column using ALL

 

TotalPending =
CALCULATE (
    SUM ( SalesOrderLines[Net amount] ),
    SalesOrderLines[Line status] <> "Invoiced",
    FILTER ( ALL ( SalesOrderLines[Created date] ), [Created date] <= [LastD] ),
    ALL ( SalesOrderLines[Customer] )
)

Regards
Zubair

Please try my custom visuals

Zubair,

Thank you.  However the formula still continues to respond to the Customer filter (slicer).  

 

 

@Zubair_Muhammad

 

Thanks to your help, I was able to get the Dax syntax that I needed.  The formula that seems to be working is:

 

TotalPending2 =
CALCULATE (
SUM ( SalesOrderLines[Net amount] ),
SalesOrderLines[Line status] <> "Invoiced",
ALLEXCEPT (SalesOrderLines,SalesOrderLines[Customer]), FILTER ( ALL ( SalesOrderLines[Created date] ), [Created date] <= [LastD] )
)

 

Again, I'm finding the All and the AllExcept a little confusing.  Thank you again for your help.

 

 

View solution in original post

Helpful resources

Announcements
UG GA Amplification 768x460.png

Launching new user group features

Learn how to create your own user groups today!

November Power BI Update 768x460.png

Check it Out!

Click here to read more about the November 2021 Updates!

M365 768x460.jpg

Microsoft 365 Collaboration Conference | December 7–9, 2021

Join us, in-person, December 7–9 in Las Vegas, for the largest gathering of the Microsoft community in the world.