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CJ_96601
Helper V
Helper V

Sum If

Please advise on how to sum all data in two columns if year  is less than or equal to year selection.  Table and calendar has relationship by date.

 

Below is the same data:

 

 YearBNBasic SalaryAllowances
 2020Employee 110050
 2020Employee 210050
 2020Employee 310050
 2020Employee 410050
 2020Employee 510050
 2020Employee 610050
 2020Employee 710050
 2020Employee 810050
 2019Employee 910050
 2019Employee 1010050
 2019Employee 1110050
 2019Employee 1210050
 2019Employee 1310050
 2019Employee 1410050
 2019Employee 1510050
     
     
 Total 1500750
     
if I select Year2020  the answer is   2250
if I select Year2019the answer is  1050
     
1 ACCEPTED SOLUTION

Sharing:

 

This one works:

 

TotalComp =

   CALCULATE(SUMX(CnB_D,CnB_D[Comp]+CnB_D[Comp1]+CnB_D[Comp2]+CnB_D[Comp3]+CnB_D[Comp4]),


         FILTER (
        ALL ( 'CnB_D'[Hire Date].[Year]),
        'CnB_D'[Hire Date].[Year] <= MAX ( 'zCalendar'[Year])
    )
)   

View solution in original post

5 REPLIES 5
parry2k
Super User
Super User

@CJ_96601 try this measure

Sum by Year = 
CALCULATE (  
    SUM ( SomeData[Basic Salary] ) + 
    SUM ( SomeData[Allowances] ), 
    FILTER ( 
        ALL ( 'Calendar'[Date] ), 
        'Calendar'[Date] <= MAX ( 'Calendar'[Date] ) 
    ) 
)

 

I would 💖 Kudos 🙂 if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

 



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If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thanks, 

 

Tried your solution, it calculates but randomly skips few rows in my excel file (with 6000 rows to calculate).

 

All dates are ok

 

Any idea why?

@CJ_96601 very hard to say without looking at that why that would be.You have to validate at your end or send the pbix file 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Sharing:

 

This one works:

 

TotalComp =

   CALCULATE(SUMX(CnB_D,CnB_D[Comp]+CnB_D[Comp1]+CnB_D[Comp2]+CnB_D[Comp3]+CnB_D[Comp4]),


         FILTER (
        ALL ( 'CnB_D'[Hire Date].[Year]),
        'CnB_D'[Hire Date].[Year] <= MAX ( 'zCalendar'[Year])
    )
)   

Thanks.  I will

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