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RyndaRaw
Helper I
Helper I

Need a measure that will aggregate based on whether two types exist

Hi Everyone,

 

I need a measure that can give me the total column below.

 

Basically, I want to aggregate the Amount column only for ID's that have both Type A & Type B rows. If it has only Type B, I want to ignore that value completely. If it has only Type A, I want that value to show in the total.

 

To SUM UP, if the ID has:
Type A & B - sum up both amounts

Type A only - show the amount

Type B only - show blank

 

ID #TypeAmountTotal (need measure)
7917Type A $  146,836.37 
7917Type B $  (67,970.21) $    78,866.16
12153Type A $      8,290.23 
12153Type B $    (1,770.00) $      6,520.23
11071Type A $      4,240.00 $      4,240.00
16442Type B $    (3,557.83) 
11534Type B $    (3,765.59) 
7931Type A $    (4,240.00) $    (4,240.00)
7916Type A $    (4,461.49) $    (4,461.49)
16448Type B $    (5,420.42) 
16305Type A $    (7,281.84) $    (7,281.84)
16305Tybe B $      8,290.23 $      1,008.39
16302Type A $      4,240.00 
16302Tybe B $      1,284.00 $      5,524.00
7942Type A $  256,916.23 
11984Type B $  (12,521.40) $  244,394.83

 

1 ACCEPTED SOLUTION

Hi @RyndaRaw ,

Modify the formula like this:

Result =
VAR A =
    CALCULATE (
        COUNTROWS ( 'Table' ),
        ALLEXCEPT ( 'Table', 'Table'[ID#] ),
        'Table'[Type] = "Type A"
    )
VAR B =
    CALCULATE (
        COUNTROWS ( 'Table' ),
        ALLEXCEPT ( 'Table', 'Table'[ID#] ),
        'Table'[Type] = "Type B"
    )
VAR tab =
    SUMMARIZE (
        'Table',
        'Table'[ID#],
        'Table'[Type],
        'Table'[Amount],
        "_New Amount", IF (
            'Table'[Amount] < 0
                && 'Table'[Type] = "Type B",
            ABS ( 'Table'[Amount] ),
            'Table'[Amount]
        )
    )
VAR total =
    SUMX ( FILTER ( tab, [ID#] = EARLIER ( 'Table'[ID#] ) ), [_New Amount] )
RETURN
    IF (
        A > 0,
        IF (
            B > 0,
            IF ( 'Table'[Type] = "Type B", total ),
            CALCULATE ( SUM ( 'Table'[Amount] ), ALLEXCEPT ( 'Table', 'Table'[ID#] ) )
        )
    )

asb.png

 

Best Regards,
Yingjie Li

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

View solution in original post

6 REPLIES 6
v-yingjl
Community Support
Community Support

Hi @RyndaRaw ,

I prefer you to create a column to calculate easier not a measure in this case:

Result = 
VAR A =
    CALCULATE (
        COUNTROWS ( 'Table' ),
        ALLEXCEPT ( 'Table', 'Table'[ID#] ),
        'Table'[Type] = "Type A"
    )
VAR B =
    CALCULATE (
        COUNTROWS ( 'Table' ),
        ALLEXCEPT ( 'Table', 'Table'[ID#] ),
        'Table'[Type] = "Type B"
    )
VAR total =
    CALCULATE ( SUM ( 'Table'[Amount] ), ALLEXCEPT ( 'Table', 'Table'[ID#] ) )
RETURN
    IF (
        A > 0,
        IF (
            B > 0,
            IF ( 'Table'[Type] = "Type B", total ),
            total
        )
    )

result.png

Best Regards,
Yingjie Li

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

 

amitchandak
Super User
Super User

@RyndaRaw , Try a new column like

new column
 var _A = sumx(filter(Table,[ID] =earlier[ID] && [Type] ="A"),[Amount])
 var _B = sumx(filter(Table,[ID] =earlier[ID] && [Type] ="B"),[Amount])
 return 
 if(isblank(_A) , blank(), _A+_B)

 

This solution almost works. for some reason, it's adding the abs value of both types rather than the value. So if Type B is a negative value, it treats it as postive.

Hi @RyndaRaw ,

Modify the formula like this:

Result =
VAR A =
    CALCULATE (
        COUNTROWS ( 'Table' ),
        ALLEXCEPT ( 'Table', 'Table'[ID#] ),
        'Table'[Type] = "Type A"
    )
VAR B =
    CALCULATE (
        COUNTROWS ( 'Table' ),
        ALLEXCEPT ( 'Table', 'Table'[ID#] ),
        'Table'[Type] = "Type B"
    )
VAR tab =
    SUMMARIZE (
        'Table',
        'Table'[ID#],
        'Table'[Type],
        'Table'[Amount],
        "_New Amount", IF (
            'Table'[Amount] < 0
                && 'Table'[Type] = "Type B",
            ABS ( 'Table'[Amount] ),
            'Table'[Amount]
        )
    )
VAR total =
    SUMX ( FILTER ( tab, [ID#] = EARLIER ( 'Table'[ID#] ) ), [_New Amount] )
RETURN
    IF (
        A > 0,
        IF (
            B > 0,
            IF ( 'Table'[Type] = "Type B", total ),
            CALCULATE ( SUM ( 'Table'[Amount] ), ALLEXCEPT ( 'Table', 'Table'[ID#] ) )
        )
    )

asb.png

 

Best Regards,
Yingjie Li

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

mahoneypat
Employee
Employee

Please try this expression for your measure (I called the table with your example data 'AB'): 

 

Total A or AB =
VAR Arows =
CALCULATE (
COUNTROWS ( AB ),
ALL ( AB ),
VALUES ( AB[ID #] ),
AB[Type] = "Type A"
)
VAR total =
CALCULATE ( SUM ( AB[Amount] ), ALL ( AB ), VALUES ( AB[ID #] ) )
RETURN
IF ( Arows > 0, total, BLANK () )

 

If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

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If it is dynamic column (like Type), where i will insert random columns from other dimension tables which has different categoies instead of A/B...what is the syntax. Can you please let me know
Thanks in advance.

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