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Helper I
Helper I

How to Group By?

How do I group my data? Let's say for example, I have data with these columns: managers, months, and sales. I want the total sales per month per manager. How would I write this in DAX?

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Microsoft
Microsoft

Re: How to Group By?

Hi @mumair,

You can create a new table using SUMMARIZE function by New Table under Modeling on home page->type the following formula.

Group-by-table=SUMMARIZE(Table,Table[Month], Table[Managers],"Total Sales", sum(Table[sale]))  


You also can create a new calculated column using the formula.

Total-sales-column = CALCULATE(SUM(Table[sales]),ALLEXCEPT(Table,Table[Month],Table[Managersr]))


Thanks,
Angelia

View solution in original post

3 REPLIES 3
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Memorable Member
Memorable Member

Re: How to Group By?

You may not need dax.  Try experimenting with a Table visual or a Matrix visual - drag the fields into the appropriate design wells in the design pane - - and for this type of data PBI is going to recognize that grouping & aggregation.

 

If you already know this - and know you need/want to model it with calculated measure/columns - provide just a few line/record samples of your raw data table as a starting point...

www.CahabaData.com
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Helper I
Helper I

Re: How to Group By?

Yes, I need to use DAX. The example I provided was to assist me in my actual dataset which is much larger. I cannot share the real data because it is properitary.

 

 

Highlighted
Microsoft
Microsoft

Re: How to Group By?

Hi @mumair,

You can create a new table using SUMMARIZE function by New Table under Modeling on home page->type the following formula.

Group-by-table=SUMMARIZE(Table,Table[Month], Table[Managers],"Total Sales", sum(Table[sale]))  


You also can create a new calculated column using the formula.

Total-sales-column = CALCULATE(SUM(Table[sales]),ALLEXCEPT(Table,Table[Month],Table[Managersr]))


Thanks,
Angelia

View solution in original post

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