cancel
Showing results for
Search instead for
Did you mean:
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, so any help is greatly appreciated.

Thank you

1 ACCEPTED SOLUTION

Accepted Solutions
Frequent Visitor

Re: Assistance with Dax Formula

@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.

3 REPLIES 3
Highlighted
Super User III

Re: Assistance with Dax Formula

@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] )
)```
Try my new Power BI game Cross the River
Frequent Visitor

Re: Assistance with Dax Formula

Zubair,

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

Frequent Visitor

Re: Assistance with Dax Formula

@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.

Helpful resources

Announcements

Coming Soon: T-Shirt Design Contest

Keep your eyes open for our upcoming T-shirt design contest!

Meet the 2020 Season 1 Power BI Super Users!

It’s the start of a new Super User season! Learn all about the new Super Users and brand-new tiered recognition system.

Super User Challenge: Can You Solve These?

We're celebrating the start of the New Super User season with our first ever Super User 'Can You Solve These?' challenge.

Power Platform Online Conference

Join us for the first ever Power Platform Online Conference!

Top Solution Authors
Top Kudoed Authors