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hpandersen
Frequent Visitor

Counting summed rows

Hi.

I have a tabel with a lot of customer financial transactions.
One customer can easily have 100 transactions per year.
Example:

CustomerYearAmount
1012018250
1012018500
1012018300
1022018800
1022018300
1022018700
1032018600
1032018200
1032018100



I would like to sum the different transaction per customer per year and the count how many of these summed transaction amount is >1500
In this excample, the sum amount for customer 102 is 1800 and should be counted as one.

I have made this counting in a pivot in Excel, but I really can't figure out how to do it in Power BI.
Any suggestions?

1 ACCEPTED SOLUTION

Accepted Solutions
Super User IV
Super User IV

Re: Counting summed rows

Yeah, it should be:

 

Measure = 
VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount]))
RETURN
COUNTX(FILTER(__table,[__TotalAmount]<1500 && [__TotalAmount]>1000),[Customer])

---------------------------------------

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View solution in original post

4 REPLIES 4
keerthipindi Helper I
Helper I

Re: Counting summed rows

hi @hpandersen,

 

You can create calculated measures for Sum and Count.

 

For sum, create a calculated measure using

Sum = CALCULATE(sum(Sheet1[Amount]), GROUPBY(Sheet1, Sheet1[Customer]))
 
And, for Count, create a calculated measure using
Count = IF([Sum]>1500,1, 0)
 
Now, When you can see as below
CustomerSumYear
10110500
10218001
1039000

 

 

Super User IV
Super User IV

Re: Counting summed rows

Perhaps:

 

Measure = 
VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount]))
RETURN
COUNTX(FILTER(__table,[__TotalAmount]>1500),[Customer])

---------------------------------------

Putting square pegs in round holes since 1972.

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!
Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

hpandersen
Frequent Visitor

Re: Counting summed rows

Hi @Greg_Deckler

 

That did the job, thanks.

 

Just one additional question: what if I would like to count amounts between 1000 and 1500?

I guess I should add one more filter to the COUNTX. I tried that, but it didn't work for me.

Can you help?

Super User IV
Super User IV

Re: Counting summed rows

Yeah, it should be:

 

Measure = 
VAR __table = SUMMARIZE('Table',[Customer],[Year],"__TotalAmount",SUM([Amount]))
RETURN
COUNTX(FILTER(__table,[__TotalAmount]<1500 && [__TotalAmount]>1000),[Customer])

---------------------------------------

Putting square pegs in round holes since 1972.

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!
Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

View solution in original post

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