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Anonymous
Not applicable

Sum and Don't Summarize Not Calculating as Expected (from column)

Hello,

 

I have a column within my dataset that is Qty Rec/E Pkg All Other/LB. The background data has each item by receipt number and the quanty reciepted. As you can see in the below table, I have added Qty Rec/E Pkg All Other/LB twice to demonstrate my issue. The first column is set to "Sum" and the second column is set to "Don't summarize". What I want is for my data to sum if there are multiple values in the same month. I will end up putting this data into a matrix table that will sum each months quantity recieved. 

 

For example: Feb quantity rec. would be 60,000lbs. Not 80,000*3=240,000

 

Do I need to create a measure off of my Qty Rec/E Pkg All Other/LB column to sum by month? Thanks for the help.. this one has me stumped.

 

Kabartz_0-1609797340298.png

Kabartz_1-1609797398647.png

 

Appreciate the help.. 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Anonymous , Sum(Table[Qty Rec/E Pkg All Other/LB ]) will give sum by any group by. If month is in context(In visual) that sum by month

 

calculate(Sum(Table[Qty Rec/E Pkg All Other/LB ]), allexcept(Table, Table[Month])) Will give sum for month across rows

 

calculate(Sum(Table[Qty Rec/E Pkg All Other/LB ]), datesmtd('Date'[Date])) , Use time intelligence to give month data for only that month

Refer Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

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2 REPLIES 2
amitchandak
Super User
Super User

@Anonymous , Sum(Table[Qty Rec/E Pkg All Other/LB ]) will give sum by any group by. If month is in context(In visual) that sum by month

 

calculate(Sum(Table[Qty Rec/E Pkg All Other/LB ]), allexcept(Table, Table[Month])) Will give sum for month across rows

 

calculate(Sum(Table[Qty Rec/E Pkg All Other/LB ]), datesmtd('Date'[Date])) , Use time intelligence to give month data for only that month

Refer Power BI — Month on Month with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-mtd-questions-time-intelligence-3-5-64b0b4a4090e
https://www.youtube.com/watch?v=6LUBbvcxtKA

littlemojopuppy
Community Champion
Community Champion

Yes, you should create a measure.  ALWAYS create measures so you don't have to hope that Power BI is doing it the way you're hoping it will.

The measure you want to create is likely as simple as SUM(TableName[FieldName]).  Try that out and see what happens!  🙂

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