cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
powpow11
New Member

Sum of sales for earliest date per category

Hi everyone, I have been struggling with a calcualtion for a while now, maybe someone can help.

 

I have my data as follows:

 

CategorySubcategoryCustomerDateValue
  Category1      Subcategory1      Customer1    2001-01-19     9
  Category2    Subcategory3    Customer3  2001-04-20  7
  Category3    Subcategory2    Customer2  2001-06-29  11
  Category3    Subcategory3    Customer1  2001-09-23  13
  Category1    Subcategory3    Customer1  2001-10-261
  Category2    Subcategory3    Customer3  2001-12-038
  Category1    Subcategory3    Customer2  2001-12-265
  Category1    Subcategory2    Customer2  2002-03-198
  Category3    Subcategory2    Customer2  2002-05-1313
  Category2    Subcategory3    Customer2  2002-07-201
  Category2    Subcategory2    Customer2  2002-08-1612
  Category3    Subcategory1    Customer1  2002-08-181
  Category1    Subcategory2    Customer1  2002-09-283
  Category2    Subcategory3    Customer1  2002-12-2611
  Category1    Subcategory3    Customer2  2003-03-172
  Category2    Subcategory1    Customer3  2003-06-254
  Category1    Subcategory3    Customer3  2003-07-236
  Category2    Subcategory1    Customer3  2003-09-2110
  Category2    Subcategory1    Customer1  2003-10-231
  Category2    Subcategory3    Customer2  2004-01-304

 

I am trying to build a measure to summarize sales from the earliest available data for each Category/Subcategory/Customer respectively.

The measure ValuFromEarliest = CALCULATE( sum ( data[Value] ) , filter ( data , data[Date] = min ( data[Date] ) ) )
gets the individual values right, but not the subtotals, as it can be seen below. How can I calculate a measure that works for the subtotals as well?
 

Annotation 2020-07-21 192858.jpg

 

 

Thanks

3 REPLIES 3
Greg_Deckler
Super User IV
Super User IV

@powpow11 Looks like you want a different calculation depending on your level in the hierarchy. That's what MM3TR&R was designed to achieve: https://community.powerbi.com/t5/Quick-Measures-Gallery/Matrix-Measure-Total-Triple-Threat-Rock-amp-...


---------------------------------------

@ me in replies or I'll lose your thread!!!

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




Hi @amitchandak & @Greg_Deckler , thanks for the responses.

I coulnd't find a way to get this done with FIRSTNONBLANKVALUE, but researching this further.

 

As to solving the problem with a dynamically different calculation, it sure is feasible. While I am still hoping to find a way to somehow solve this with a less hardcoded approach, without running a different calc at different levels of the hierarchy, this is definitely a way to get this done.

 

amitchandak
Super User IV
Super User IV

@powpow11 , Firstnonblankvalue can help. Refer usage in my blog

https://community.powerbi.com/t5/Community-Blog/Week-Is-Not-So-Weak-WTD-Last-WTD-and-This-Week-vs-La...



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

Helpful resources

Announcements
PBI_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

Get Ready for Power BI Dev Camp

Microsoft named a Leader in The Forrester Wave

Microsoft received the highest score of any vendor in both the strategy and current offering categories.

Get Ready for Power BI Dev Camp

Power BI Dev Camp - September 30th, 2021

Mark your calendars and join us for our next Power BI Dev Camp!

PowerPlatform 768x460.png

Microsoft Learn

Check out our new Discover Your Career Path blog post series and get all the details.

Top Solution Authors