Group Sum Greater Than and Distinct Counts

[TMock]

For the data set below, I am looking for a DAX formula that will sum each of the Line Amount fields by Document No_ and return the sum of Document No_ aggregates greater than $5,000.

The desired total would be $20,295.

I would also like a DAX formula that returns the distinct count of Document Nos aggregates greater than $5,000.  In this example, returning 2 as the value.

[dedelman_clng · Accepted solution]

AggSumOver5K =
CALCULATE (
    SUMX (
        FILTER (
            SUMMARIZE ( Table2, Table2[DocNo], "Aggregate", SUM ( Table2[LineAmt] ) ),
            [Aggregate] > 5000
        ),
        [Aggregate]
    )
)

CountOver5K =
CALCULATE (
    COUNTROWS (
        FILTER (
            SUMMARIZE ( Table2, Table2[DocNo], "Aggregate", SUM ( Table2[LineAmt] ) ),
            [Aggregate] > 5000
        )
    )
)

Hope this helps,

David

[TMock]

It works.  Thanks so much!