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Helper III

DAX expression

Hello everyone

I have a data table with amounts of money and a date, and I'm struggling to write measures to separate one years amount from another using DAX.

For example (dates are in UK type)

Date        Amount

1/8/18      £100

1/9/18      £100

1/10/18    £100

1/11/18    £100

1/12/18    £100

1/1/19      £200

1/2/19      £200

1/3/19      £200

1/4/19      £200

I've tried using CALCULATE(SUM(

but Power BI is refusing to accept the filter as the year.

Can anyone point me in the right direction as to the correct DAX please?

My expected result from above would be 2018 = £500 and 2019 = £800, which I could display in the card visual.

Daniel

3 ACCEPTED SOLUTIONS

Accepted Solutions
Super User III

Re: DAX expression

You could use a calendar table and a slicer to select the year you want (probably the best option). Or you can just create measures

```Measure =
VAR Year_ = 2018 // Change as required
RETURN
CALCULATE (
SUM ( Table1[Date] ),
FILTER ( ALL ( Table1[Date] ), YEAR ( Table1[Date] ) = Year_ )
)```

Please mark the question solved when done and consider giving kudos if posts are helpful.

Cheers

Super User I

Re: DAX expression

Something like:

```2018 Results =
CALCULATE (
SUM ( TableName[Amount] ),
YEAR ( TableName[Date] ) = 2018
)```

Proud to be a Super User!

Highlighted
Super User IV

Re: DAX expression

Hello @featleyd

Have you considered adding a date table to your model?  This will let you group your data by year / month / quarter etc.  You can create a date table by entering this DAX code in a "New table" measure.

```Dates =
VAR DateRange = CALENDARAUTO()

RETURN
DateRange,
"Year",YEAR ( [Date] ),
"Month", FORMAT ( [Date], "mmmm" ),
"MonthNum", MONTH ( [Date] ),
"Month Year", FORMAT ( [Date], "mmm-yyyy"),
"MonthYearNum", YEAR ( [Date] ) * 100 + MONTH ( [Date] ),
"Quarter Year", "Q" & FORMAT ( [Date], "q-yyyy" ),
"QtrYearNum", YEAR ( [Date] ) * 100 + VALUE ( FORMAT ( [Date], "q" ) )
)```

Then you link the Date field from the Dates table to the Date field in your data table.  Once connected you can use all the fields in the date table as filters and groupings of your data.

5 REPLIES 5
Super User III

Re: DAX expression

You could use a calendar table and a slicer to select the year you want (probably the best option). Or you can just create measures

```Measure =
VAR Year_ = 2018 // Change as required
RETURN
CALCULATE (
SUM ( Table1[Date] ),
FILTER ( ALL ( Table1[Date] ), YEAR ( Table1[Date] ) = Year_ )
)```

Please mark the question solved when done and consider giving kudos if posts are helpful.

Cheers

Super User I

Re: DAX expression

Something like:

```2018 Results =
CALCULATE (
SUM ( TableName[Amount] ),
YEAR ( TableName[Date] ) = 2018
)```

Proud to be a Super User!

Highlighted
Super User IV

Re: DAX expression

Hello @featleyd

Have you considered adding a date table to your model?  This will let you group your data by year / month / quarter etc.  You can create a date table by entering this DAX code in a "New table" measure.

```Dates =
VAR DateRange = CALENDARAUTO()

RETURN
DateRange,
"Year",YEAR ( [Date] ),
"Month", FORMAT ( [Date], "mmmm" ),
"MonthNum", MONTH ( [Date] ),
"Month Year", FORMAT ( [Date], "mmm-yyyy"),
"MonthYearNum", YEAR ( [Date] ) * 100 + MONTH ( [Date] ),
"Quarter Year", "Q" & FORMAT ( [Date], "q-yyyy" ),
"QtrYearNum", YEAR ( [Date] ) * 100 + VALUE ( FORMAT ( [Date], "q" ) )
)```

Then you link the Date field from the Dates table to the Date field in your data table.  Once connected you can use all the fields in the date table as filters and groupings of your data.

Community Support

Re: DAX expression

If you've fixed the issue on your own please kindly share your solution. if the above posts help, please kindly mark it as a solution to help others find it more quickly.thanks!

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.
Helper III

Re: DAX expression

Thanks everybody. All 3 solutions worked for me! 🙂

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