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USABB_Data Frequent Visitor
Frequent Visitor

Dynamic SUM IF Using Calculate

Hi,

 

I am looking to create a dynamic Sum If measure but cannot get it right.  I saw this topic, remove link because would not let me post , but still am having trouble.

 

Data

 

SLS_IDFiscal PeriodSales
ATL110
ATL220
ATL330
ATL440

 

Since we are currently in Fiscal Period 4, I only want to sum periods 1-3 to get 60.  Here is what I have but I don't want a hardcode of "4" in there:

 

MF YTM = CALCULATE(SUM([Sales]),[Fiscal Period]<4).
 
I tried the following but it gave an error: MF YTM = CALCULATE(SUM([Sales]),[Fiscal Period]<[Current Fiscal Period])
1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Dynamic SUM IF Using Calculate

Hi @USABB_Data ,

 

You can try to create measure like DAX below.

 

MF YTM = CALCULATE(SUM(Table1[Sales]),FILTER(ALLSELECTED(Table1),Table1[SLS_ID]=MAX(Table1[SLS_ID])&&Table1[Fiscal Period]<MAX(Table1[Fiscal Period])))

 

Best Regards,

Amy

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

2 REPLIES 2
Community Support Team
Community Support Team

Re: Dynamic SUM IF Using Calculate

Hi @USABB_Data ,

 

You can try to create measure like DAX below.

 

MF YTM = CALCULATE(SUM(Table1[Sales]),FILTER(ALLSELECTED(Table1),Table1[SLS_ID]=MAX(Table1[SLS_ID])&&Table1[Fiscal Period]<MAX(Table1[Fiscal Period])))

 

Best Regards,

Amy

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

USABB_Data Frequent Visitor
Frequent Visitor

Re: Dynamic SUM IF Using Calculate

Incredible, it worked perfectly!!  Thanks!!

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