Summarize and Rank by multiple columns and rows

[Kitkat]

Total Revenue	Client Name	Year	Month	Revenue Stream
-1625.7	ABC	2016	10	1
-11693.9	DEF	2016	10	2
-598.79	GHI	2016	10	3
-523.52	JKL	2016	10	1
-84.85	MNO	2016	10	2
-8284.16	PQR	2016	10	3

I am trying to create a formula that would take in this order:(Sum of- TotalRevenue by Client Name and Revenue Stream), then i want to rank highest to lowest within each revenue stream by sum of Total Revenue by client

Help super new to DAX- thanks all

[v-chuncz-msft · Accepted solution]

@Kitkat,

You may use SUMMARIZE Function to add a calculated table and then use RANKX Function to add a calculated column. The post below is for your reference.

https://community.powerbi.com/t5/Desktop/how-can-I-show-top-3-data-with-a-combined-categories/td-p/1...

[v-chuncz-msft · Accepted solution]

@Kitkat,

You may use SUMMARIZE Function to add a calculated table and then use RANKX Function to add a calculated column. The post below is for your reference.

https://community.powerbi.com/t5/Desktop/how-can-I-show-top-3-data-with-a-combined-categories/td-p/1...

[Anonymous]

I need Top N Locations based on their sum of scores and ordered by the sum of Total Loss amount, and want to the locations to be ranked for the records where their sum of Toptal Loss amount is not blank, I am able to get the ranked locations based on sum of Total Loss amount but not able to get their sum of scores(of Ranked locations), I am getting al the locations, please help.

Measure =

var RankingDimension = values('Table'[Location name])

Var

RankingSelect = selectedvalue('Top N RG'[Top N RG])

var ranking2 = if(isblank(calculate(sum('Table'[Total Loss]))), blank(),

rankx(filter(All('Table'[Location name]), not(isblank(calculate(sum('Table'[Total Loss]))))),

calculate(sum('Table'[Total Loss])),, desc,skip))

return

ranking2

[Kpavanteja91]

Rank = RANKX(CROSSJOIN(ALLSELECTED(Table[Client Name]),ALLSELECTED(Table[Revenue Stream])),CALCULATE(SUM(Total Revenue)))

[Kitkat]

Hi @v-chuncz-msft- greatly appreciate you pointing me in right direction and more information for the toolkit.

Cheers

Kat

[Kitkat]

I have tried the following function:

Summarize

 Please advise where my error is

Thanks kindly and truly appreciate the help

Cheers

Kat

[parry2k · Accepted solution]

create a summarize table, go to modelling tab, click new table and add following:

TableSummarize = SUMMARIZECOLUMNS(Table1[Client Name], Table1[Revenue Stream], "Total Revenue", SUM(Table1[Total Revenue]) )

Now in above table, add new calculated field for rank:

Rank = RANKX(Filter(TableSummarize, TableSummarize[Revenue Stream] = EARLIER(TableSummarize[Revenue Stream])),TableSummarize[Total Revenue],,DESC,Dense)

[Naveen_SV]

EARLIER/EARLIEST refers to an earlier row context which doesn't exist.

i am getting this error

[Kitkat]

Hi @parry2k- Thank you kindly the summarize table worked, however for my Rank all i get is a #1 for each- im trying to get top 50 clients within each stream by revenue, do i use asc,Skip instead?

[parry2k]

can you share your rank formula, i ranked based on revenue stream, not sure if that is what you were looking for.

[Kitkat]

Hi @parry2k, Figured it out i had the wrong column! Thank you so much!

Happy New Year!

Cheers

Kat

[v-chuncz-msft]

@Kitkat,

Glad to hear that. You may help accept solution. Your contribution is highly appreciated.

[parry2k]

Happy new year to you as well @Kitkat

Glad to hear it is working, cheers!